Randall-K
Level 3
12-06-2019
08:00 PM
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abctax55
Level 15
12-06-2019
08:00 PM
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Not to pile on...but mine show $ 15000 too. Is it possible you carried forward an edited version of the questionnaire from a prior year?
"*******Tax software is no substitute for a professional tax preparer*******
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George4Tacks
Level 15
12-06-2019
08:00 PM
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Look at the [keyword] in your setup
Mine works
Here's wishing you many Happy Returns
George4Tacks
Level 15
12-06-2019
08:00 PM
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Just to clarify - My organizer says
"Did you or your spouse make any gifts to an individual that total more than [ORGGIFTS]"
Here's wishing you many Happy Returns
"Did you or your spouse make any gifts to an individual that total more than [ORGGIFTS]"
Here's wishing you many Happy Returns
abctax55
Level 15
12-06-2019
08:00 PM
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That's what I do too, even with my heavily modified questionnaire. I transfer it from year to year, but I do always review the default to see if I need to add anything the Lacerte considers "new & important".
"*******Tax software is no substitute for a professional tax preparer*******
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itonewbie
Level 15
12-06-2019
08:00 PM
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Yep, it says $15k on the 2018 organizer.
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Still an AllStar
Still an AllStar
mojocpa
Level 7
12-06-2019
08:00 PM
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Can I pile on, too? Mine shows $15K.
abctax55
Level 15
12-06-2019
08:00 PM
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Pile awaaaaaaaaaaaaaaaay
"*******Tax software is no substitute for a professional tax preparer*******
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