[ASK AN EXPERT] In Which Year Are Gifts Made On Or Before December 31, But Received In January, Counted?
Bloomerang
DECEMBER 9, 2022
If I send them a letter in the new year stating their gift was received in 2023 instead of 2022, that may impact their tax filing, especially if it is a larger gift. This is trickier, and depends on whether the donor delivers certificates or simply instructs their broker to make the transfer. — In a Dilemma.
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