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Best answer by CatinaT1

Marilyn, unfortunately that worksheet does not appear in my 2025 tax package 😞


Did you print all forms and worksheets?

 

Here's how to get all the forms and schedules.

 

TurboTax Online:

  1. Sign in to your TurboTax Account.
  2. Scroll down to the "Your tax returns & documents" section.
  3. Select the specific tax year you need (e.g., 2024).
  4. Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center).
  5. In the left-hand menu, select Tax Tools > Print Center.
  6. Select Print, save or preview this year's return.
  7. The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms."
  8. Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.

 

TurboTax Desktop:

  1. If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2024 app).
  2. Open your saved .tax file.
  3. Go to File > Print.
  4. In the print window, select the radio button for "All forms and worksheets."
  5. Choose "Save as PDF" to keep a digital copy with every detail.

1 reply

Level 15
March 17, 2026

I did a trial of what you explained and my TurboTax product worked as intended.

 

You can deduct the fair market value (FMV) of the stock if you held it for more than one year and the charity used the stock in furtherance of the mission of the charity.  When you edited your entries you would see what you entered for the FMV, date stock acquired and date sold, along with the purpose to which the contribution was applied by the charity. 

 

I suggest you look on your Schedule A on line 12 to verify that the value of your contributions is what is being deducted, assuming they qualify for the maximum deduction. If so, then your return will reflect the correct deduction for the donated stock. You will be able to see the Schedule A after you have paid for your TurboTax product if you are working online with the program.

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pamooresAuthor
Level 3
March 17, 2026

Thomas, thank you for your reply. I learned after contacting online support that while "You can deduct the fair market value (FMV) of the stock if you held it for more than one year and the charity used the stock in furtherance of the mission of the charity" there are limitations. You are charitable contributions are limited to 30% - 50% in some cases. That was the issue I was running into. 

 

In my case I have a carryover to next year but I am disappointed that TurboTax does not display the charitable contributions summary worksheet after taxes have been paid and submitted. I have to trust that the carryover amount will in fact be carried over accurately and completely when I do my taxes next year. This is something that I hope TurboTax will consider changing in future years.

MarilynG
Level 15
March 18, 2026

Check the Federal Carryover Worksheet, Line 27.

 

@pamoores 

 

 

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