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When combining appreciated stock and cash gifts to a public charity (DAF), TurboTax is incorrectly applying the 50% AGI coordination limit. For example, with AGI of $100,000 and a stock gift of $30,000 plus a cash gift of $30,000, the full $60,000 should be allowed as a current-year charitable deduction. The software is reducing the stock donation and carrying forward the difference. Is there a specific box or election on Schedule A or elsewhere to correctly apply the 60% of AGI stacking rule and allow the full deduction this year?

We bought our first house in 2022 (house A) and lived in it until this summer when we moved into a new house (house B)   We are thinking about listing A as a rental and listing it for sale in Spring 2026 when it’s hopefully a better market   A couple questions on this approach if I rent out A, I assume I list the rental income on Schedule E and then I am able to deduct any mortgage interest and property taxes. Is that correct? If I rent out A, would I lose the Primary Residence Exclusion  when I sell if it’s just for a short period? Less than a year If it doesn’t rent for some reason can I still list on Schedule E with no income but still deduct my mortgage and property tax for the period I have listed for rent? My new house B has a higher interest rate so it would be nice to use the 750K mortgage interest deduction for that house. With no income I assume the expense / deduction will be disallowed and instead be carried over until I sell the house - but if I am still eligible for the Primary Residence Exclusion is there even capital gains to deduct the carried over deduction against? Or soild it reduce other ordinary income?   Thanks in advance