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Level 1
October 2, 2024
Discussion ongoing

Improve entry and correct errors in the tax return reporting for Charitable Contributions of Publicly Traded Stock

Related products:Lacerte
  • October 2, 2024
  • 1 reply
  • 4 views

Correct the programming to follow the instructions for Schedule A, Form 8283, and correct reporting for donations not utilized in the tax year of the donation.

Currently, override to avoid a double deduction prohibits the e-fling of the return.  Same issue as TY 2022.

If it's a flaw in a tax return then the help staff should be able to find the flaw in their "sanitized" copy.

 

1 reply

Level 7
October 3, 2024

Thanks for the idea to Correct the programming to follow the instructions for Schedule A, Form 8283, and correct reporting for donations not utilized in the tax year of the donation.. We are changing the status to "Open for voting".

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