<<

managing charities
   Deleting a Charity
   Entering a New Charity
   How do I know if the charity I am donating to is accepted by the IRS as a qualified organization?
   Managing Charitable Information
   Managing Charities
   What if I don't know the address of the charity?
medical deductions
   Can I get a report on my Medical & Other Deductions entries?
   The expense I want to track doesn't fit in any of the categories on the Category drop-down list. What should I do?
   What kind of deductions can I track on the Medical & Other Deductions tab?
   What report should I use when entering Medical & Other Deductions entries into TaxCut?
    modifying entries
       Deleting Entries
       Editing Entries
       Sorting Entries
    recording in DeductionPro
       Recording Medical and Other Deductions
       Selecting a Frequency Option
       Setting Up Recurring Deductions for Medical and Other Expenses
       The expense I want to track doesn't fit in any of the categories on the Category drop-down list. What should I do?
    Schedule A, understanding
       Understanding Schedule A
       What is included in Schedule A, Line 23 items?
mileage
   Glossary#Mileage
   Managing Charitable Information#Managing_Mileage
mileage deductions
   What is the difference between deducting miles using the IRS preset rate per mile and using the actual costs?
   What kind of mileage qualifies as a deduction?
   What's the deductible rate for miles?
    modifying entries
       Deleting Entries
       Editing Entries
       Sorting Entries
    recording in DeductionPro
       Recording Expenses and Mileage
       Selecting a Frequency Option
       Setting Up Recurring Expenses and Mileage
    recordkeeping
modifying an account
money donations
    modifying entries
       Deleting Entries
       Editing Entries
       Sorting Entries
    recording in DeductionPro
       I donate to the same organization on a regular basis several times a year. How can I enter all these donations into DeductionPro without having to type them one at a time?
       Recording Money Donations
       Selecting a Frequency Option
       Setting Up Recurring Donations
       What should I enter in the Benefit Received column?
    recordkeeping
       Do I need to attach receipts for my money donations to my tax return?
       H&R Block's Guide to Charitable Deductions
       What sort of documentation do I need to keep?
    reporting on tax return
       Do I need to attach receipts for my money donations to my tax return?
       Do I need to list my money donations on my tax return or on a form that I file with my tax return?
       Where do I report money donations on my tax return?



noncash donations



opening an account
organization
    30% limit
    50% limit
other deductions
   Can I claim a deduction for gambling losses?
   Can I claim a deduction for losses that I've experienced due to theft or another kind of loss?
   Can I deduct the cost of DeductionPro?
   Can I get a report on my Medical & Other Deductions entries?
   What kind of deductions can I track on the Medical & Other Deductions tab?
   What types of deductions can I claim on my tax return?
    modifying entries
       Deleting Entries
       Editing Entries
       Sorting Entries
    recording in DeductionPro
       Recording Medical and Other Deductions
       Selecting a Frequency Option
       Setting Up Recurring Deductions for Medical and Other Expenses
       The expense I want to track doesn't fit in any of the categories on the Category drop-down list. What should I do?
       What report should I use when entering Medical & Other Deductions entries into TaxCut?
    Schedule A, understanding
       Understanding Schedule A
       What is included in Schedule A, Line 23 items?
out-of-pocket expenses
   Glossary#Out_of_Pocket_Expenses
   What qualifies as an out-of-pocket expense deduction?
    modifying entries
       Deleting Entries
       Editing Entries
       Sorting Entries
    recording in DeductionPro
       Recording Expenses and Mileage
       Selecting a Frequency Option
       Setting Up Recurring Expenses and Mileage
    recordkeeping



payment method
primary taxpayer
printable value sheet
printing
   Creating Reports
   Printing a Value Sheet
    reports
    value sheet
property
   How do I determine how much my donated item is worth?
   What if DeductionPro does not list items that I have donated?
   What type of items does DeductionPro assign values to?
    appraising
       H&R Block's Guide to Charitable Deductions#When_an_Appraisal_is_Necessary
       How do I know when to get an appraisal for an item?
    checking the value of
    printing a value sheet



qualified organization
   Glossary#Qualified_organization
   H&R Block's Guide to Charitable Deductions#Qualified_Organization
quality
   Glossary#Quality
   How do I determine the quality of my donated item?
   Why do the values of items vary so greatly according to the quality of an item?
quick value check



receipts
   Do I need a receipt?
   Do I need to attach receipts for my cash donations to my tax return?
   Do I need to get a receipt from the charity if I donate stocks, bonds, and mutual funds?
   I have donated $5 a week to a local religious organization this year. Do I need a receipt?
recordkeeping
recurring
   Setting Up Recurring Deductions for Medical and Other Expenses
   Setting Up Recurring Donations
   Setting Up Recurring Expenses and Mileage
    donations
       Glossary#Recurring_Donation
       Selecting a Frequency Option
       Setting Up Recurring Donations
    expenses
       Selecting a Frequency Option
       Setting Up Recurring Deductions for Medical and Other Expenses
       Setting Up Recurring Expenses and Mileage
removing individual items
reporting on tax return
   Do I need to attach receipts for my money donations to my tax return?
   Do I need to list my money donations on my tax return or on a form that I file with my tax return?
   Where do I report charitable donations on my tax return?
   Where do I report money donations on my tax return?
reports
   Can I get a report on my Medical & Other Deductions entries?
   Creating Reports
   What report should I use when entering Medical & Other Deductions entries into TaxCut?
   What reports can I create with DeductionPro?
Review & Finish tab
    creating reports
       Creating Reports
       What reports can I create with DeductionPro?
    exporting entries to TaxCut
    Form 8283
       2006 Instructions for Form 8283, Noncash Charitable Contributions
       Creating a Copy of Form 8283
       Glossary#Form_8283
       Viewing and Printing Form 8283
       What if I run out of room on Form 8283?
       What is Form 8283?
    survey



Schedule A
   Glossary#Schedule_A
   Understanding Schedule A
   What is included in Schedule A, Line 23 items?
setting up
   Setting Up an Account
   Setting Up Recurring Deductions for Medical and Other Expenses
   Setting Up Recurring Donations
   Setting Up Recurring Expenses and Mileage
    accounts
       Creating a New Account
       Importing Data from DeductionPro 2006
       My spouse and I are using TaxCut to file our joint return. Should we create one or two accounts in DeductionPro?
       Setting Up an Account
       Why do I have to set up an account before I can continue?
    recurring donations
       I donate to the same organization on a regular basis several times a year. How can I enter all these donations into DeductionPro without having to type them one at a time?
       Selecting a Frequency Option
       Setting Up Recurring Donations
    recurring expenses
       Selecting a Frequency Option
       Setting Up Recurring Deductions for Medical and Other Expenses
       Setting Up Recurring Expenses and Mileage
short-term property
sorting entries
standard deduction
   Glossary#Standard_Deduction
   H&R Block's Guide to Charitable Deductions#Standard_Deduction_vs_Itemized_Deductions
   If I take the standard deduction, can I deduct charitable donations?
stocks, bonds, and mutual funds
   Do I need to get a receipt from the charity if I donate stocks, bonds, and mutual funds?
   Does the IRS require a special form if I donate stocks, bonds, and mutual funds?
   Recording Donations of Stocks, Bonds, and Mutual Funds
survey



tax law changes
tax records to keep
tax tips
technical support
Tools tab
    calculator, using
    checking the value of items
    printing a value sheet
    tax tips, viewing
    updating DeductionPro



unlisted items, recording
   How do I determine how much my donated item is worth?
   What if DeductionPro does not list items that I have donated?
   What should I enter as the Valuation Method?
updating DeductionPro



Valuation Method
value
   Glossary#Fair_Market_Value
   How does DeductionPro determine fair market value?