The IRS form 8283 instructions say "Do not complete column g for publicly traded securities held more than 12 months unless you elect to limit your deduction cost basis" but TurboTax won't let me submit without this information and then when I put in best estimate of our cost basis (as this is not supplied by Schwab) my refund amount goes down.
I am wondering if we hit the 30% AGI non-cash limit and so when I finish this last charitable donation that final calculation is made and then it is taken out of our return. How can I know if this is the case? And if so will TurboTax let me know that I have a carryover donation?
