Additional Records for Stock

• Name and address of the qualified organization
• Date and location of charitable contribution
• Reasonably detailed description of the stock
• Fair market value of the stock at the time of contribution and how you figured fair market value, if by appraisal, a signed copy of the appraisal
• Cost or other basis of the stock if you must reduce fair market value by appreciation
  • Amount of reduction and how it was figured
  • if you chose 50% limit, on some capital gain property:
    • records showing the years you chose this limit
    • contributions for which you made this choice
    • contributions for the current year to which the choice applies
    • carry overs from preceding years where the choice applies
• Amount you claim as deduction for the tax year if less than the entire interest in stock is donated
  • Amount of you claimed as a deduction in previous years for contributions of other interest in this stock
  • Name and address of each organization that you contributed interests in this stock
  • place where the tangible stock is located or kept
  • name of the person in possession of the stock, other than the organization to which you contributed
• Terms of any conditions attached to the gift of stock