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The following diagnostic is generating:

If taking the standard deduction, the taxpayer can take a charitable contribution of up to $300 for cash contributions made in the current year. (ref. #54530)


For steps to input, refer to the following article: https://community.intuit.com/oicms/L746wlG4b_US_en_US?src=lfmd

The following information is from the IRS Final instructions for Form 1040 and 1040-SR, pg. 29, line 10b instructions. https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

If you don't itemize deductions on Schedule A (Form 1040), you (or you and your spouse if filing jointly) may be able to take a charitable deduction for cash contributions made in 2020. Enter the total amount of your contributions on line 10b. Don't enter more than: • $300 if single, head of household, or qualifying widow(er); • $300 if married filing jointly; or • $150 if married filing separately. The contributions must be made to organizations that are religious, charitable, educational, scientific, or literary in purpose. See Pub. 526 for more information on the types of organizations that qualify.

NOTE: With the issuance of final instructions, the IRS clarifies that the maximum amount that can be taken is $300.  Some charitable organizations had reportedly indicated that a deduction of up to $600 could be taken.  This is not correct.  With the issuance of final instructions, the IRS confirms the maximum amount for each filing type.

For references to a $600 charitable deduction amount for Tax Year 2021 returns, please refer to pg. 1886 of the following link.  https://www.congress.gov/116/bills/hr133/BILLS-116hr133enr.pdf

This does not change the $300 limit and has no impact on Tax Year 2020 returns.


Why does Lacerte show a critical diagnostic on the NYS tax return for the fagi not matching the federal fagi, when taking the $300 on the 1040. This diagnostic is preventing the tax return from being filed.

How do I clear the diagnostic?