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Get your taxes done using TurboTax
As long as you have entered the stock information on the Form 8283 and save your tax information, along with your question here, you will be fine. If your inherited is switching to a purchase, the important thing is that inherited stock is considered long term and the inheritance date proves the basis. Comparative sales will work for the stock since it is sold on the market.
@RaySpiray723 @fla2025 as long as the entry makes sense, is accurate charitable donation $ amount and you have the documents in case of an audit, you are fine.
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‎February 17, 2026
9:20 AM