topic edward jonds donor advised fund in Get your taxes done using TurboTax

edward jonds donor advised fund

dana47 — Sat, 14 Mar 2026 23:09:09 GMT

I started an EJ Donor Advised Fund in 2025. I donated from my brokerage account stocks I'd held for over an year. The EJ Charitable giving form tells me stock name, symbol, date and value. HOWEVER, no where can I find my cost basis or average trade price to answer the rest of turbo tax questions. I went onto my brokerage account and can't see this information either. Can I simply leave cost basis blank? How the heck do I figure out what the cost basis was on something that was purchased within the brokerage account a couple of years ago and held in there long term.

Re: edward jonds donor advised fund

guywong — Sat, 14 Mar 2026 23:25:39 GMT

I don't know about Edward Jones, but most stockbrokerage firms either mail monthly statements to their customers or keep those monthly statements available online for a couple of years. Most monthly statements show the position including cost basis. My suggestion is to dig up your cost basis from before you donated the stocks to the donor advised fund and enter them into TurboTax.

The donation is reported on IRS Form 8283 which requires cost basis.

https://www.irs.gov/pub/irs-pdf/f8283.pdf