Like the title says, from the filing process and tax questions to tax policy and reform, you can search and share All Things Tax here. This is the place to find answers to all your general questions that don't fall under the other categories. And just a reminder: questions about software or online filing should be posted in DIY Products.
03-11-2018 08:11 AM
I claimed the Standard deduction instead of the Itemized deduction. When I finished and E-filed my return, I printed the checklist. It says to mail form 8453 along with form 1098-C for a vehicle I donated. Why would I need to mail these forms if I DID NOT itemize? In taking the Standard deduction, I am not claiming the donation.
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03-13-2018 05:28 PM
According to the instructions to Form 1098-C, "Instructions for Donor...You must attach Copy B of Form 1098-C to your income tax return in order to take a deduction for the contribution of a qualified vehicle with a claimed value of more than $500. (If you e-file your return, you must (a) attach Copy B of Form 1098-C to Form 8453 and mail the forms to the IRS, or (b) include Form 1098-C as a PDF attachment if your software program permits.) If you do not attach Copy B of Form 1098-C to your return (or to Form 8453) when required, the IRS will disallow your deduction."
What this means is that if you are not claiming the itemized deduction to claim the 1098-C information, then you don't have to mail the Form 8543 along with the Form 1098-C. Also from what this instruction implies is that since you are only using the standard deduction on the e-filed return, the IRS probably doesn't need any information mailed over in regards to the Form 1098-C and Form 8543 to claim it as an itemized deduction.
It could be likely that the checklist that you saw is part of the standard procedure messages to have it be pointed out for you in case you were filing itemized deductions on the return. Since you're not using itemized deductions on the return, you don't have to follow that part of the checklist in mailing over the Form 1098-C and Form 8453.
Tax Research Specialist
03-13-2018 08:17 PM
I do believe you are right on the money with this. I think the H&R Filing Checklist needed to indicate that if you use the standardized deduction instead of the itemized deduction, that it is not necessary to mail the forms to the IRS. Since I had last Monday off, I sent the forms via certified mail to them. They'll probably scratch their heads and wonder why I sent them.