Business & farm

Your answer makes sense and corresponds to what my financial advisor told me.

However I'm having problems entering it into Turbo Tax in Sched A. When I simply add it in as a stock donation it deducts 100% which is wrong.

There are two areas that I think I can fix this.

1) The first screen asks if I have "attached conditions" or give "others rights" to the donation.

2) There is another screen that asks if this is a 30% charity.  (not 30% AGI)

I'm not sure if either of these apply?

 

Also is the name of the charity my name or is it the institution's Legacy Trust Fund?