NXT Receipting of stock gifts

Naila Asif

I tried receipting a pdf version for a stock gift and do not see the gift amount on the receipt. Can someone let me know why?

Christine Robertson

@Naila Asif @Naila Asif In the US, you should not provide a cash value for stock - just the date, number of shares and type of shares. This example would be correct in that case, but I don't know what the CA receipt needs are.

Naila Asif

@Christine Robertson, what about the median price per share, can that be indicated on the NXT Receipt?

Christine Robertson

@Naila Asif In the US, it can be included, but it is not required.

Rachel Osburn

@Christine Robertson This is actually a question of how you created that receipt in RE? We have one for cash but I'm trying to figure out how to create one for stocks and QCDs. Any guidance would be appreciated!!