I have just noticed that charitable gifts are supposed to be included on Form 709, because of the format change for 2024 - although it has been true for a while. I cannot find anywhere in ProSeries to indicate that a donee is a charity or that a specific gift is a charitable gift. Am I missing something or does the software not allow for this? Thanks for any and all help.
My first question - Should they be deducted??
If you are required to file a return to report noncharitable gifts and you made gifts to charities, (then) you must include all of your gifts to charities on the return.
I don't understand your question "Should they be deducted?". I am asking about a gift tax return and, as you say, if the return is required, you are supposed to include charitable gifts. I can't find how to do that in ProSeries.
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