For the first time I donated appreciated stock to my DAF. I was unaware as was my custodian that donating short term positions was suboptimal. I am reading that if I try to enter mixed lots in TurboTax (download) that it will treat them as though all are short term and only calculate total cost basis value as a deduction. Is that true?
Secondly, even though only two stocks, I have 24 different lot transactions. Does each need its own entry?
Thanks, didn’t find a complete answer in other DAF discussions.
