Kimmons2
Level 3

ProSeries Basic program is creating non-cash charitable donations for MFS, enabling the taxpayer to itemize when it should not. Given that the other spouse is not itemizing, is there an alternative method to rectify this situation, or am I overlooking something? The standard deduction amounts to $15,750. Does this have to do with SALT?  These calculations are over the standard deductions.    The system is generating $19,000+

0 Cheers
IRonMaN
Level 15

Just curious - how does the program create charitable donations?  You didn't load anything into the system?

As far as itemizing or not itemizing, just because one spouse doesn't itemize shouldn't force the other to also not itemize.  Maybe the other side should be forced to go with itemized deductions?  But with that said, there is a box to check on the information worksheet to force the standard deduction.


Slava Ukraini!
Taxprohere
Level 7

19,000+ in noncash contributions?!!  A very generous system.  Possibly input error?

When MFS and one spouse itemizes, the other has a standard deduction of zero (technically not forced to itemize, but they might as well!)  You're thinking this backwards ("enabling the taxpayer to itemize when it should not") as no one is forced not to itemize.

Therefore, a taxpayer is not forced to itemize and not forced not to itemize🙃