Trying to enter amt of donation to Fidelity Gift Fund. All I have is Date & Amount as provided by Fidelity. Other required info unavailable. What to do?

[dafeinberg]

Total value of donations about $10,000.
Stock Symbol? I traded from a mutual fund.
Date acquire? N/A Cost basis? N/A - I only have FMV as stated on Form 8283.

[ReneeM7122]

According to information on the Fidelity Charity Gift Fund website, you should contact Fidelity for this information.  There is a chat box on the website which should make it easy to reach them for the information that you need.  Then come back to us and we will be glad to assist you in completing your form 8283.

[Booj]

Fidelity actually completes Form 8283 and provides it to their customers with all their other tax documents.  I have printed out their form.  It does not include the date acquired or the cost basis.  I thought this was one of the advantages of transferring stocks to a Charitable account, because you do not need to provide that information for tax purposes.  Is there a way to bypass this requirement through Turbo Tax and print off the final tax documents substituting the Fidelity provided Form 8283 for the Turbo Tax form and then I would just mail the completed tax documents?

[ReneeM7122]

Yes, you can print form 8283.  Here is how to get to it:

To find Form 8283, use the Jump to feature to go directly to the form.  Here is a TurboTax help article with instructions.

To print through TurboTax:

1. Open the return you want to print.
2. From the File menu in the upper left corner (or TurboTax menu if you're on a Mac), choose Print.
3. In the pop-up window, select the form set you want to print (tax return, specific forms, etc.) ...
4. Your forms will open in Adobe Acrobat Reader.

@Booj