Taxable Capital Gain from Deemed Disposition

This worksheet will calculate the deemed disposition of securities from its inception to the date of death (or divorce) as required for the terminal tax return.

The report is summarized in two sections, one for realized gains during the year and the other is for the deemed disposition resulting in additional capital gains to the date of death.

This template can assist you in calculating the client’s tax liability for their estate plan or with compiling the deemed disposition records in the event of the clients death or divorce.

View Sample Report

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