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How to enter charitable gifts on Form 709

gnsesq
Level 2

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.

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2 Comments 2
George4Tacks
Level 15

My first question - Should they be deducted??

Note.

 See Pub. 526, Charitable Contributions, for more information on identifying a qualified charity.

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.


Answers are easy. Questions are hard!
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gnsesq
Level 2

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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