Non-Cash Transaction Information Tab (Gift Transaction Details Window)

From the Gift Data Entry window in DE, double-click on a transaction row in the bottom pane or right-click and choose Edit Tran Details

This tab is only available if the gift class of the transaction is NC and allows you to enter details about a gift that has a Gift Class of NC (non-cash). The window also allows you to gather information for non-cash gifts to use in preparing tax returns.

Columns

Description of Item

 

Estimated Market Value

IRS Non-Cash Category

Appraised Value

Date Appraised

Purchaser or Broker ID

Name

Date Liquidated

Liquidated Amount

 

Stock/Bond Certificate #

Related Topics

Non-Cash Gift Details Window