Form 8283 for California

[jerry]

Client just contacted me about 2024 return numbers, and it got me thinking.

They have donated about $4000 (FMV) of items to Goodwill.  That (and mortgage interest and $10k in SALT) will not be enough to exceed their Federal standard deduction.  But they will exceed California's standard deduction, and will want to itemize for California.

Normally, Lacerte generates an 8283 for non-cash donations over $500, and the entire Federal return is attached to California at e-file.  But in this case, there will be no 8283 in the Federal return that's filed.

Do I manually create an 8283 and attach the pdf to the California return at e-file?  Or just wait and see if California asks for it?

[George4Tacks]

My recall is that the 8283 is generated and attached to the 540. You should know for sure in about a month when forms begin to be released.

FYI Another is the 2106 for employee expenses.