How do I enter donor adjusted basis in screen 7

[Karl]

Screen 7 is for 2022 estimates and W-4's.  I wouldn't think donor adjusted basis would have anything to do with this screen.  Can you give us some more insight on what you're looking for?

[WoodsideTomTax]

I had to call Lacerte for help. It was a very simple solution...the input screen was shrunk down and all I had to do was raise it up...there is a little box on the upper task bar to widen or open the work area screen. DUH!

Once open, there were field for all sorts of data entry items.

FYI...donor's adjusted basis is a data element for the Schedule A of the Gift Tax Return and should go to each beneficiary for them to document basis in any future disposition of the gifted item.

Thank you for your concern and attempt to help.

/s/

T

[sjrcpa · Accepted solution]

@WoodsideTomTax For future reference, tell us what kind of return you're working on in the original question.