Report stock and income from stock in Part 6. 

For You, Your Spouse, and Your Dependent Children

Part 6

Report a stock if the value of the stock was more than $1,000 at the end of the reporting period or if more than $200 in income was received during the reporting period.

Description:  Provide the exact name of the stock (e.g., “Xylophone Technologies Corporation”).  In addition, for stock of a privately held company, provide a description of the issuer’s trade or business (e.g., grain distributor, supermarket, financial advisory, etc.).  For publicly traded stocks, it is helpful to provide the ticker symbol in addition to the name of the stock.

EIF:  Select “N/A.”

Value:  Report the value of the stock by selecting the appropriate category.

Income Type:  Specify the type(s) of income if the total amount of income received during the reporting period exceeded $200.  Stocks normally produce dividend income but may also produce capital gains if sold.

Income Amount:  Select the category corresponding to the total amount of income received during the reporting period.

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