@RobertB4444
I'm in a similar situation except I donated publicly traded stock I owned since 2000. My CRuT admin gave me the present-value of remainder interest . The admin also told me although the value exceeds $5,000 I should have to fill out Section A.
I followed your steps 1-5, then
6. Publicly Traded Stock
7. Description - "XXX shares of [ticker symbol]"
Value - Present-value of remainder interest from the trust admin
Method - Present value
In the next page "Enter the purchase info for the items you gave to..", could you tell me how to enter the purchase info so that TT would not change the deductible amount?
8. Purchase Price _______
Date acquired _______
How acquired _______
Thank you.
