Yeah, this would be great to have! We leverage a donor-advised fund and only donate long-term appreciated assets (in-kind). These donations are tax-free (plus a deduction), but it doesn’t look like there’s any way to model it in PL; the LTCG are always applied as if the asset was sold prior to being donated.

I also want to model gifting appreciated stock, but it is more complex to support fully than just having a “non taxable” box added, I believe. If the gift is to a qualified non-profit, then it is tax deductible up to certain limits for the year, and any excess above the limit gets carried forward as a tax deduction for future years.

Also, the adjustment to the cost basis of the account would ideally be customized. I am typically gifting assets with a low cost basis, so ideally I could specify the cost basis for the asset, so the account’s cost basis could reset accurately.

I am not sure if this should all be one feature. Perhaps a cost-basis adjustment transaction would be helpful for other reasons? Maybe this should be split up? I welcome ideas!