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Organizer Default Questionnaire asks about 2018 gifts of over 13K. But the limit is 15K! (This is in the 2017 1040 software.)

Randall-K
Level 3
 
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abctax55
Level 15

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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7 Comments 7
abctax55
Level 15

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*******
( Generic Comment )"
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George4Tacks
Level 15

Look at the [keyword] in your setup

Mine works  


Here's wishing you many Happy Returns
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George4Tacks
Level 15
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
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abctax55
Level 15
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*******
( Generic Comment )"
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itonewbie
Level 15

Yep, it says $15k on the 2018 organizer.

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Still an AllStar
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mojocpa
Level 7

Can I pile on, too? Mine shows $15K. 

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abctax55
Level 15
Pile awaaaaaaaaaaaaaaaay
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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