Follow these steps to enter charitable deductions in Lacerte:
- Go to Screen 29, Charitable Deduction.
- Under Charitable Payee Information, enter any applicable information in these fields:
- Payee's address
- Payee's city, state, and ZIP
- Category (Ctrl+T)
- Purpose of donation
- Description of assets donated (Form 5227 only)
- Date asset donated (Form 5227 only)
- Scroll down to the Amount section.
- Enter the percentage or amount for each applicable category of income:
- Ordinary income
- Short-term capital gains
- Long-term capital gains
Enter percentages in .xx format (50% is entered as .50).