Tax Planner-Charitable Contributions Limit not calculating

Forum|Forum|4 months ago
March 2, 2026
1 reply
11 views

Any idea when Lacerte will be updating the Tax Planner for the new Federal Charitable Contribution limit of .5%? They have had the Medical Deduction all these years, not sure why they haven't done this for the Charitable Contributions. I'm currently making a separate entry backing it out, but it's time consuming if numbers change...and not to mention doing this on every client.

Lacerte Tax Planner

K

Karl

Intuit Community Champion

You'd likely have to call Support to report this issue. I would expect that since we're this far into the release, and other OBBBA provisions are in there, they haven't caught this and won't unless Support gets a call.

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B

BetsyT

Level 2

As of last Thursday, May 21, 2026, the planner was still not computing the charitable limitation under OBBRA. I spoke to a Lacerte representative and was told they could not give me any information as to when the planner would be updated. Seems extremely late in the year to me!

sjrcpa

Level 15

I doubt they will update it.

The more I know the more I don’t know.

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