ILLMAS Posted March 23, 2015 Report Share Posted March 23, 2015 Let's say a TP donates to about 50 different organizations, do you enter each one or in a lump sum? Thanks MAS Quote Link to comment Share on other sites More sharing options...
NECPA in NEBRASKA Posted March 23, 2015 Report Share Posted March 23, 2015 If they are non-cash, I enter them separately. Quote Link to comment Share on other sites More sharing options...
JohnH Posted March 23, 2015 Report Share Posted March 23, 2015 If there are two or three major ones, I enter them separately on my supporring sheet and then enter the balance as "Per Client List". I also photocopy their info. That is only for my records, since nothing goes on the Schedule A but the total. One thing I do is to check for the "No Goods or Services" boilerplate on their contributions summary if they have any single contribution of more than $250. If that isn't present, I alert the client and suggest that we not file theri return until they obtain a properly worded statement. If they only provide me a list without the contributions statement, I warn them about the boilerplate requirement. 2 Quote Link to comment Share on other sites More sharing options...
jklcpa Posted March 23, 2015 Report Share Posted March 23, 2015 For cash contributions, I enter only the total for most clients. Remember, the worksheets aren't sent with the e-file, so unless you want to include that detail for your own files or provide it to your clients, it really isn't necessary. I have a couple of clients that I fill out the worksheet where they have very large amounts to their church or the one on my desk now that supports the U of Del athletic dept and whose contrib is limited because he receives season tickets, so I print the detail worksheet to include with his copy of the return. For noncash, I follow the rules for when the 8283 is needed, otherwise enter only the total without the detail. 1 Quote Link to comment Share on other sites More sharing options...
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