GiftVal produces two different reports. Date of Gift: High/Ask, Low/Bid, Weighted Mean, Accrued Dividends and Interest, Security Value Appraisal Date: Close/Bid, Indicated Income, Security Value
This field determines if interest accruals are included or excluded from the Gift Valuation report. “Include” explicitly includes the value (if any) for the lot, “Exclude” explicitly excludes them (and includes a note that they were excluded). “Default” includes or excludes the value based on the security type, according to what EVP Systems believes is […]
See below. A PDF copy is also available.
GiftVal is a program included in EVP Office, designed to produce ready-to-file evaluations for gift-tax purposes like IRS Form 709.