Reply To: Form F706

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#4592
Lilac
Participant

Thank you so much Kaneohe for answering my question
as the date of my husband’s passing for 9 months deadline to file 706 is in two more weeks.
I am relieved now that I don’t necessary need to file 706 ( don’t need portability) and just keep the records myself of the step up cost basis on the stocks and real estate ( already done by broker and Appraiser). 🙏