sjrcpa
Level 15

Once you determine the amount of the $1,000,000 that is a Charitable Contribution enter that in the software, as the appropriate type of contribution and the software will apply the limit.

You are not understanding my point.

That trust has a charitable beneficiary and other beneficiary(ies). Only part of the $1,000,000 is a charitable contribution and it involves calculations based on age, interest rates, term, etc.


Ex-AllStar
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