View Single Post
greglepore greglepore is online now
Registered
 
greglepore's Avatar
 
Join Date: Mar 2003
Location: Charlottesville Va
Posts: 6,027
She uses the value of stocks on date of death as her basis.
Yes, if she reinvests she'll pay cap gains on any gains post date of death.

She might want to do this now, as there's a good chance the current administration will eliminate the basis step up for some taxpayers. It may not apply to those that already inherited, but you never know...
__________________
Greg Lepore
85 Targa
05 Ducati 749s (wrecked, stupidly)
2000 K1200rs (gone, due to above)
05 ST3s (unfinished business)
Old 05-05-2022, 10:14 AM
  Pelican Parts Catalog | Tech Articles | Promos & Specials    Reply With Quote #9 (permalink)