Some people should consider accelerating or delaying donations due to the OB3 Act
Tom,. If you donate appreciated stock held over a year in 2025 and that creates a 30% AGI carryover to 2026, is the carryover subject to the 1/2 of 1% and 37% limitations. Thanks.
The carryover is subject to the limits in that year.
Hello Tom, Enjoy your "Tax Crime Junkies" on Spotify as a podcast.
Are you on Spotify with other podcasts such as "Tom Talks Taxes?"
I will have podcast episodes in 2026 via Tom Talks Taxes, which should be available on other platforms.
Tom,. If you donate appreciated stock held over a year in 2025 and that creates a 30% AGI carryover to 2026, is the carryover subject to the 1/2 of 1% and 37% limitations. Thanks.
The carryover is subject to the limits in that year.
Hello Tom, Enjoy your "Tax Crime Junkies" on Spotify as a podcast.
Are you on Spotify with other podcasts such as "Tom Talks Taxes?"
I will have podcast episodes in 2026 via Tom Talks Taxes, which should be available on other platforms.