Step up valuation of stock wholly owned by one spouse to other spouse Log in to Post Message Board › Step up valuation of stock wholly owned by one spouse to other spouse Printer Friendly | Send To A Friend This topic has 2 replies, 3 voices, and was last updated 1 week, 4 days ago by Lynn Freer. Viewing 2 reply threads Author Posts November 26, 2019 at 11:04 am #197692 A. T. ‘Alx’ SmithParticipant One spouse has large portfolio completely in their name, they die unexpectedly, does the surviving spouse have authority to use step-up valuation when converting stocks into their name? I am conflicted because this is a community property state. November 26, 2019 at 4:28 pm #197860 Anonymous If stock was separate property of decedent no step up. If held in joint tenancy, 50% step up, if held in community property, 100% step up November 26, 2019 at 4:28 pm #197861 Lynn FreerParticipant Author Posts Viewing 2 reply threads You must be logged in to reply to this topic. Send To A Friend × Your Name: Recipient's Email Address: Message Body Preview: Submit Email