Suggestions
:speech_balloon:
Add 'NonTaxable' checkbox in More Options in Charity Expense and Custom Expense
Gifting appreciated stock to children (or others) via Custom Expense or to a QCD via Charity Expense or Custom Expense needs to have a NonTaxable checkbox added into More Options. Presently PL considers these giftings as LTGC when they are outright transfers and nontaxable.