Thank you, @RobertB4444
I entered the purchase date & price and it seems to work as expected.
To double-check, for CRuT is it correct that I should enter the present value of a remainder interest (Regs. Sec. 1.664-2) based on the fair market value of the stock on the day of donation, and _not_ the average value of the stock? (i.e. Step 7, Value & Method below)
Follow 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
8. Purchase Price - "Price paid on 03/2000"
Date acquired - 03/2000
How acquired - Purchased
Thank you again!
