Question

Form 8283 requires donee signiture

Forum|Forum|1 year ago
April 4, 2025
1 reply
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We donated some publicly traded securities but because they were originally inherited from my father-in-law's estate several years ago, the donation is requiring a donee signature. This not only negates electronic filing but also requires requesting and receiving back the signed form. Why is this necessary? If not inherited part B of form 8283 is not required nor the donee signature.

M

mglauner

No, a signature is not always required for donating inherited stocks.

You can delete Form 8283, and go through the interview questions for your donation again. You can use the 'stepped up' value of the stock instead of $0 for Cost Basis. Use 'Average Price' as valuation method for inherited stock. Here's How to Delete Forms in TurboTax Online.

You're correct your stock donation should appear in Section A on Form 8283.

Here's more detailed info on Form 8283.

@situnek