When combining appreciated stock and cash gifts to a public charity (DAF), TurboTax is incorrectly applying the 50% AGI coordination limit. For example, with AGI of $100,000 and a stock gift of $30,000 plus a cash gift of $30,000, the full $60,000 should be allowed as a current-year charitable deduction. The software is reducing the stock donation and carrying forward the difference. Is there a specific box or election on Schedule A or elsewhere to correctly apply the 60% of AGI stacking rule and allow the full deduction this year?
