Stock Acquired from Your Spouse

January 9, 2015

Taxation of InvestorsThe rule for determining the basis of stock you acquire from a spouse, whether by gift, purchase, or divorce settlement, is simple and, to many people, surprising. Gifts don’t follow the usual rule for gifts. As for what happens when you buy stock (or anything else) from your spouse (or from your former spouse as part of divorce proceedings), you may find the result hard to believe.

details: Acquiring Stock from Your Spouse

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