DawnC
Expert Alumni

Get your taxes done using TurboTax

That is true that you can't use a qualified charitable donations (QCD) on the federal side as an itemized deduction again if you already got the benefit of the deduction on Line 4b (it is the QCD amount lower than 4a).    If you did not take the QCD through the 1099-R, it should go on the Schedule A.   Enter all of your donations in the federal donations interview (Schedule A) EXCEPT any donations claimed as a QCD on Line 4 for Form 1040.  That link has instructions.  

 

After you have entered everything and TurboTax tells you that the standard deduction is better, you can exclude either $300 or $600 of your Schedule A donations (no QCDs on Line 4) on Line 12b.  The remainder of the Schedule A deductions get ignored.   But they are there in case your state return needs this info.  

 

When you choose to use itemized deductions on your state return (not all states allow this), TurboTax will pull the data from Schedule A and use it on your state return.   

 

On the federal side, you get either the small deduction on Line 12b OR the bigger deduction on Schedule A.    If you itemize on your Kansas return, you will only be get the Schedule A deduction, not the deduction from federal Line 12b.   You won't be using it twice.  

 

So, YES, go back and put it on the federal Schedule A.   You won't get that deduction on your federal return, but it will be available to itemize on the Kansas return.  The important thing here is not to double dip.   There can be donation amounts on 4a, 12b, and/or Schedule A.   As long as those are different donations, TurboTax will handle that properly.  

 

You were not clear about whether or not the QCD was reflected on Line 4.   If it is, do not include it with the Schedule A donations; it will already be deducted on your Kansas return since it starts with federal AGI.    If it is not, add it to Schedule A so it is available to use on your Kansas return.   

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