Deductions & credits

@berndog 

FYI:

I donated appreciated stocks to our CRuT too. AFAIK, if your stocks are publicly traded, you only need to fill out Section A of Form 8283 even if their total value exceeds $5,000.

 

Section A. Donated Property of $5,000 or Less and Publicly Traded Securities—List in this section only an item (or a group of similar items) for which you claimed a deduction of $5,000 or less. Also list publicly traded securities and certain other property even if the deduction is more than $5,000. See instructions.

 

You may want to check with your trust admin/accountant.

Good luck!