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Common questions about Form 1040 charitable contributions in ProConnect Tax

by Intuit Updated 7 months ago

Below, you'll find answers to frequently asked questions about charitable contributions on Form 1040 in Intuit ProConnect.

How do I enter contributions for clients taking the standard deduction?

For tax year 2021, filers taking the standard deduction can claim an adjustment to income of up to $300 (or $150 if Married Filing Separately, $600 if Married Filing Jointly). The adjustment is reported on Form 1040, line 10b. This provision was not extended for tax year 2022 returns. To generate this deduction:

  1. From the left of the screen, select Deductions and choose Itemized Deductions (Sch A).
  2. From the top of the screen, select Contributions.
  3. Enter the contribution amount(s) in Cash contributions (Click on button to expand).
  4. Mark the checkbox labeled Deduct cash charitable contributions if taking the standard deduction (forces the standard deduction).

Why aren't charitable contributions from a Schedule K-1 flowing to Schedule A?

This is most often caused by Schedule K-1 basis limitations. Check the following items:

  • Confirm all the totals entered for cash contributions and carryovers in the screen, Itemized Deductions and the appropriate passthrough K-1 screen (Partnership Info 1065 K-1, S-corp Info 1120S K-1, Estate or Trust Info 1041 K-1).
  • Confirm the amounts entered in the Basis Carryovers section for each K-1.
  • If the totals for the amounts entered in the input screens are lower then the amount on the Schedule A, line 11, view the Basis Limitation Worksheet in the Check Return screen.
  • If the totals for the contributions are limited by basis, the amounts will carryover to the next year.
ProConnect Tax

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