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In preparation for the 3/17 deadline, see our most popular resources on the Hot Topics page. Lacerte | ProConnect | ProSeries
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- Step up in basis on stock held within Charitable Lead Trust
Step up in basis on stock held within Charitable Lead Trust
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Charper1841
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yesterday
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I have a charitable lead trust that has both a husband and wife as trustees. The CLT includes stock and an investment account. The wife passed away this year. My question is does the CLT investment account get a step up in cost basis on the stocks held?
