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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.)

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Level 3
last updated ‎December 06, 2019 8:00 PM
 
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Level 15
last updated ‎December 06, 2019 8:00 PM

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?

Former Chump... umm.... AllStar.
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Level 15
last updated ‎December 06, 2019 8:00 PM

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?

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

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Level 15
last updated ‎December 06, 2019 8:00 PM

Look at the [keyword] in your setup

Mine works  


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Level 15
last updated ‎December 06, 2019 8:00 PM
Just to clarify - My organizer says
"Did you or your spouse make any gifts to an individual that total more than [ORGGIFTS]"

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Level 15
last updated ‎December 06, 2019 8:00 PM
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".
Former Chump... umm.... AllStar.
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Level 15
last updated ‎December 06, 2019 8:00 PM

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

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Still an AllStar
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Level 7
last updated ‎December 06, 2019 8:00 PM

Can I pile on, too? Mine shows $15K. 

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Level 15
last updated ‎December 06, 2019 8:00 PM
Pile awaaaaaaaaaaaaaaaay
Former Chump... umm.... AllStar.
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