Unused Charitable Donations

This page covers the following location(s) in NaviPlan:

Plan Management – Assumptions – Unused Charitable Donations

Planning Objectives :: Screen Notes :: Related Information

Planning Objectives

ClosedWhat charitable donations can be entered here?
  • This page is used to enter unused charitable donations.
  • Enter the portion of the charitable deduction that your clients have not claimed, but which is eligible to be carried forward according to the Internal Revenue Code. This information is used to calculate the clients’ taxes in all projections.

Screen Notes

Closed50% Limit Organizations
  • Non-Capital Gain Property – Value of unused non-capital gain property donations to 50% Limit Organizations, as listed on the IRS Publication 526
  • Capital Gain Property – Value of unused capital gain property donations to 50% Limit Organizations, as listed on the IRS Publication 526
ClosedNon 50% Limit Organizations
  • Non-Capital Gain Property – Value of unused non-capital gain property donations to non 50% Limit Organizations, as listed on the IRS Publication 526
  • Capital Gain Property – Value of unused capital gain property donations to non 50% Limit Organizations, as listed on the IRS Publication 526

Related Information




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