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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.
March 7, 2021
2:28 PM