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Stocks to Charity donation
I go thru the form to transfer shares of a mutual fund in my brokerage acct at Fidelity of $10,000 to the Fidelity Charitable Trust, as I do almost every year. The number I owe the IRS at the top of the screen does not change. If I change the donation to Cash I get a sizeable deduction. ??
Also, the transfer of shares worth $10k doesn't show up in the Donations to Charity summary in Itemized Deductions..
Highly appreciated funds.
Thanks,
Clark
March 27, 2025
1:06 PM