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Deductions & credits
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!
March 15, 2022
1:19 PM