charitable carryover

[BrewOne]

I don't do a lot of state taxes and rarely force itemized deductions.  Client made a generous donation in her late husband's name but I noticed software picked standard deduction of $15,700--itemized works out to about $15,200 but with a $29,000 charitable carryover.

I'm assuming I need to force itemized to maintain the carryover.  Es verdad?

[jklcpa]

I think you need to leave the entries in for the software to weigh whether standard or itemized is better. The software should still carryover the appropriate amount to next year. I'd make a note in the software or client file to pop up as a reminder on the 2024 return.

If you are using ATX, here is a CCH KB on this handling:
https://support.cch.com/kb/solution/000195265/will-charitable-contributions-carryover-when-using-the-standard-deduction-in-a-1040-return

[kathyc2]

You might want to suggest the client converts enough IRA money to Roth to have enough income to take advantage of the charitable deduction.