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I received a number of shares in a foreign company as a gift actually in 2006. These shares at the time had no commercial value as the company was private, however in 2007 the company went to the market and now has a commercial value. What do I need to do to report this to the IRS? Are they taxable if I sell the shares now?

Submitted: 608 days and 6 hours ago.
Category: Tax
Value: $30
Status: AWAITING CUSTOMER ACTION
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houston, Texas

Accepted Answer

Hello there,

it does not matter if the shares of stock had no commercial value when they were given to you, you need to determine their fair market value. You may wish to contact the company for some type of appraisal or historical value for the date that your received them. Generally, when there is a gain, the basis in gifted property is the lower of the basis of the donor or the fair market value on the date the property was received. Here is a link to the process for determining basis in a gift: http://library.findlaw.com/1999/Jan/1/126098.html

When you sell the stock, presuming the stock has appreciated since the donor owned it, you will have a captial gain. You will assume the holding period of the donor, and report the transaction on Schedule D. Long term capital gain (held for more than 1 year) is taxed at a maximum of 15%.

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Expert: Wendy Rieger
Pos. Feedback: 100.0 %
Accepts: 
Answered: 3/24/2008

Enrolled Agent

10+ years tax preparation and tax advice.

607 days and 1 hours ago.

Reply

Apologies, the answer was very clear.

many thanks
Piers

Posted by Wendy Rieger 607 days ago.

Answer

No problem,

Best of luck to you!

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