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Charitable contributions not carrying down on Schedule A.

Forum|Forum|4 years ago
February 17, 2022
7 replies
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this just started about an hour ago.. Schedule A total is not including charitable contributions.. I had a return over 25,100 in deductions.. efiled return.. they client asked for a pdf of the return. opened up return again and the donations show on schedule A but are not being added to the total itemized deductions. be careful!

ProSeries Professional

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Best answer by Jim-from-Ohio

OK. not an official fix but if you put the contributions on the Cash Contribution smart worksheet Schedule A will add up properly. Do not put the amount on line 11.. let the smart worksheet flow to line 11.

Just-Lisa-Now-

Intuit Community Champion

Yikes! I saw a similar post over in the FB group, unless that was you that posted there as well.

So now you cant tell if it EFiled with it correctly then changed afterwards? or was it wrong when you Efiled it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Jim-from-Ohio

Author

Intuit Community Champion

I am part of that fb thread.. a recent update broke Schedule A.. .. I submitted with a correct Schedule A.. ran updates.. went back into return to create a pdf of return for the client and contributions show on Schedule A but are not adding down.. reverted to lower standard deduction of 25,100

rbynaker

Level 13

Wow. Seems like the Quality Control Team was on vacation this week.

J

jeffmcpa2010

Level 10

Just checking. So is this a second copy of the return for the Client?

(My apologies for possibly changing the subject)

You did provide them a copy of the return to review so that they could correctly sign the 8879 where they declare that they had examined a copy of the return prior to authorizing it's filing correct?

I am asking because I like to better understand how others administer their practice's to see if I can find a way to be more efficient.

Thanks

Jim-from-Ohio

Author

Intuit Community Champion

yes, 8879 showed a Schedule A with 32,851 in total deductions.. I left the office for my home office. restored files, ran update.. went back into return to get pdf of return to client.. and only 25,100 being deducted.. schedule A shows the huge contributions but the total on schedule A is not including those contributions.. I hope it got transmitted with the correct figures, which i transmitted at my office away from home where I meet with clients.

Jim-from-Ohio

Author

Intuit Community Champion

seems like a widespread Schedule A being broken. others reporting it on fb group.

IRonMaN

Level 15

So they fixed estimate vouchers today. They fixed one part of the voucher and wrecked another part. But that was not enough damage for the day so they went and trashed charitable contributions. I may have mentioned this before but here goes again -------------------------- it's going to be a loooooooooong tax season.

Slava Ukraini!

dd4vols

Intuit Community Champion

so here is what I discovered. I had 2 clients that didn't have enough to itemize, but had enough contributions to get the 600/300 add on. So I had entered their contributions directly on Line 11 of schedule A.they were accepted, etc. When i open them up to print my return copies a few moments ago, I get an error on the blank line on the 1040/1040SR page where the contributions amount carries to. It's . showing blank there, not the amount I entered directly on Line 11 of Sch A. Trace it backwards, and there is no amount on the 60% test page. BUT, if I entered the same contributions amount on the CASH CONTRIBUTIONS SMART WORKSHEET (instead of directly on Line 11), it then carries to the 60% test page, and to the 1040/1040SR page section.

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Jim-from-Ohio

AuthorAnswer

Intuit Community Champion

OK. not an official fix but if you put the contributions on the Cash Contribution smart worksheet Schedule A will add up properly. Do not put the amount on line 11.. let the smart worksheet flow to line 11.

Skylane

Intuit Community Champion

2/17 Results

Intuit.Developers... Community

Fix 1 Break 2 Workaround 1

@Jim-from-Ohio Your workaround is accepted. You are entitled to a stipend of 5000 ACME Anvil Stamps.

For those of us patiently waiting forms updates.................. (at least some) of the promised 2/17/22 forms updates have been released... (yay)

If at first you don’t succeed…..find a workaround

Skylane

Intuit Community Champion

@1569 If this one is going to take a while to fix, you might want to put this up on the Grand Marquis (the yellow bar alerts we all get to see).

If at first you don’t succeed…..find a workaround

R

RedDub

Level 2

So do you suggest that we just put cash donation as name of charity, since there are multiple charities.

dd4vols

Intuit Community Champion

yes... just use the Smart worksheet, and it flows properly, it appears.

If an answer solves your issue, click on the "Mark as Best Answer" button! Makes it easier for people to find answers to similar questions that have already been posted.