Forgive me if this has been answered before, but gave up searching.
My understanding is that if a purchaser dies with bonds in a gift box, they are all delivered at once to the owner.
What effect does this have, if any, if someone has already bought their $10,000 limit in the year that the giver dies still holding bonds in the gift box? What about ability to purchase bonds in the same year after receiving the bonds from a deceased person?
My understanding is that if a purchaser dies with bonds in a gift box, they are all delivered at once to the owner.
What effect does this have, if any, if someone has already bought their $10,000 limit in the year that the giver dies still holding bonds in the gift box? What about ability to purchase bonds in the same year after receiving the bonds from a deceased person?
Statistics: Posted by Looking4Answers — Thu Feb 22, 2024 1:37 pm — Replies 0 — Views 15