Deductions & credits

@lcmcafee 

 

With the "Online" software, there is no separate login to ItsDeductible when you import your charity data....You just need to start thru the interview for the ItsDeductible import on the Deductions&Credits page. 

 

The critical thing you need to know for the "Online" software import, is that it will only import ItsDeductible data for an ItsDeductible charity account that has exactly the same UserID/pwd as your Online tax account (that;'s why a second login isn't required for the import).

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For the desktop software, you do get prompted for the ItsDed login during the import process.  Desktop software allows import from any, or even multiple ItsDed accounts.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*