Thanks. I'm going back to my 2023 return. TT did NOT consider that my donation of appreciated stocks held for more than one year to my DAF (donor-advised fund) was to a "30% charity".
I'm having a hard time recreating the donation on a hypothetical return.
Sometimes, the dialog asks to select whether or not it's a 30% charity (it mentions fraternal, veterans, or cemetery organizations, as I recall). The phrasing is not very clear, and it does not mention a DAF.
TT does NOT automatically use the 30% of AGI amount - somewhere, you need to tick a box because it's an unusual situation per TT.
