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Thanks Jeff! I appreciate your reply. I researched my question (... and did a lot of reading) but couldn't find the answer on my own. Take care, Bobbi
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Do investment assets get a step-up in basis if SOLD in the Estate prior to distrib to beneficiaries?
Although I know that assets TRANSFERRED to beneficiaries will get the Step-Up basis at decedent's date of death .... "Do investments/assets get a step-up in bas... -
When entering Revenue for a non-profit on Form 990: Part VIII