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Deductions & credits
So I entered as Donated Stock in turbotax and later selected it would be considered a 30% charity.
However, Turbotax ended up limiting my stock donation to 20% of AGI which I found out in the "Charity Limit 1" worksheet.
How can I enter my appreciated long term stock donation in turbotax and have turbotax limit it to 30% (instead of 20%) of AGI as should be done for Donor Advised funds / DAF?
March 13, 2021
3:24 PM