I have made a contribution to an advisory charitable account that I set up. I sold a mutual fund for fair value of $5,000 that I had held for more than one year. Where do I input this amount for the charitable deduction?

208

Expert Alumni

Feb 25, 2020 2:20:32 PM

Are you saying you donated a mutual fund to a Donor Advised Fund and then sold the mutual fund within the Donor Advised Fund? Or did you sell a mutual fund and then donate the funds to the Donor Advised Fund?

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I have made a contribution to an advisory charitable account that I set up. I sold a mutual fund for fair value of $5,000 that I had held for more than one year. Where do I input this amount for the charitable deduction?