Deductions & credits

Thanks for this! Makes me feel better.

 

Turns out Schwab Charitable has a section on their site that has the cost basis and open date of each stock. So I can use it to fill out everything Turbo Tax is asking for. It will be more work than doing what I just did, and will most likely have no effect on the outcome, but it feels safer and more thorough.

 

Thanks again!