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how does a donor advised fund get entered into the charities section?

particularly if only a portion of this year's donations will be applied to the current tax year
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1 Reply
MarilynG1
Employee Tax Expert

how does a donor advised fund get entered into the charities section?

To enter a Donor Advised Fund (DAF) donation in TurboTax, navigate to Federal > Deductions & Credits > Charitable Donations, select Yes to making donations, and choose "Stock" (if appreciated securities) or "Items" (if cash) to enter the details. 

 

Enter the DAF provider (e.g., Schwab, Fidelity) as the charity, with the donation date and fair market value. 

 

There may be additional questions on restrictions.

 

Here's more info on Donor Advised Fund charitable donations.

 

@steve-mack57 

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