I have a client who contributed appreciated Stock (publicly traded) to a Charitable Remainder Unitrust for 2015. As we prepare the return, we are searching for the required documentation (Receipt) for this Contribution that should be in client's records prior to filing the return. Their financial advisor is saying that the charity that is the remainder beneficiary won't give the client a receipt because the transfer is not complete. I get that, but I see NO exception to the Receipt requirement for claiming the Deduction. Anyone have an insight on this?
USA Documentation of contribution to CRUT for 2015 return.
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