To enter a charitable gift annuity funded by donating mutual fund shares in TurboTax follow these steps:
- Log into TurboTax - Open or continue your return. Click on link in Step 2.
- Go to donations to charitable organizations.
- Select the Yes button to answer the question: Did you make any donations to charity in 2024 ?
- If you have an account with ItsDeductible, select Yes to begin the process of importing your donation information; if you select No, continue to the next step.
- Select Stock donations
- Follow through and answer all questions related to the mutual fund (stock) donation.
