Non-Cash Gift Details Window

From the Gift Data Entry window in DE (if the Gift Class is NC), right-click in the body of the window and choose Non-Cash info

From the Gift Data Entry window in DE (if the Gift Class is NC), right-click on a transaction and choose Edit Trans Details, click the Non-Cash Transaction Info tab

This window 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 Transaction Information tab (Gift Transaction Details window)