bimkin
New Member

Deductions & credits

I'm suffering through this as well--decades of Turbotax use.  My issue is appreciated stock to a donor advised fund being entered with basis value only.  I can't see TT's underlying logic but on the worksheet it's forcing me to make a 170(B) election which shouldn't apply in this situation.  I'm not finding the 30% selection option in my interview; the last screen I get is "use of charity."  Upon leaving the section I do get queried on the Charity's address.  Does TurboTax do a check of charity status in there someplace?

I'll keep following this discussion for updates but this is really frustrating.  Thanks.