Form 8283 and Helpful Hints for Tax Time
For your information:
The Fidelity® Charitable Gift Fund's Tax Identification Number is 11-0303001.
As you prepare your 2009 tax returns, it's important to keep in mind the following:
- Your charitable deduction should be based on your 2009 contributions to the Gift Fund.
- The amount you can claim as an income tax charitable deduction and the method you use for claiming it are subject to IRS guidelines.1
- Before claiming any tax deduction, you should consult with your tax advisor.
- Contribution Confirmations from the Gift Fund do serve as your receipt to substantiate charitable deductions that are claimed.
- Grant Confirmations from the Gift Fund are correspondence that confirm a grant for your reference only, and do not reflect an additional tax-deductible contribution made by you and cannot be used for tax purposes.
- Correspondence from charities to you, such as thank you letters, do not serve as confirmations of additional tax-deductible contributions made by you and cannot be used for tax purposes.
Publicly Traded Securities (IRS Form 8283)
- IRS Form 8283, a single tax form, is pre-filled for your convenience and mailed to you if you contributed at least $500 in publicly traded securities so that you may file it with your tax return if you choose. We also include an estimate of the fair market value of the contributions.
- The form containing 2009 information was mailed to Gift Fund donors on
January 31, 2010.
Cash
- Contribution confirmations serve as your receipt to substantiate charitable deductions that are claimed.
1 Information provided is general and educational in nature. It is not intended to be, and should not be construed as, legal or tax advice. The Gift Fund does not provide legal or tax advice. Content provided relates to taxation at the federal level only. Availability of certain federal income tax deductions may depend on whether you itemize deductions. Rules and regulations regarding tax deductions for charitable giving vary at the state level, and laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of the information provided. Charitable contributions of capital gain property held for more than one year are usually deductible at fair market value. Deductions for capital gain property held for one year or less are usually limited to cost basis. Consult an attorney or tax advisor regarding your specific legal or tax situation.
Tax Forms
Publicly Traded Securities
The 2009 IRS Form 8283 was mailed to Gift Fund donors on January 31, 2010.