To delete a form in the CD/Download, there is not a distinct location to delete this worksheet. It is better to run through these steps to let TurboTax calculate this.
To make sure all the forms are working as intended, please be sure that any overrides are deleted.
Second, the order of operations to get the above-the-line deduction requires you to recalculate your tax breaks before the CARES Act Charitable Donation screen will be prompted. Only qualifying contributions will be included.
To qualify for the above-the-line charitable donation deduction, the IRS clarifies that the contribution must be:
- a cash contribution;
- made to a qualifying organization;
- made during the calendar year 2020
To do this in TurboTax CD/Download, go to Deductions & Credits and select I'll choose what I work on.
- First, enter in the charitable donation amount as you normally would in the Charitable Donations section of Deductions & Credits.
- When finished entering all donations, select Done with Charitable Donations and Continue.
- Scroll to the end of the Deductions & Credits page and select Done with Deductions.
- You may need to respond to any other additional questions. You will eventually see: The Standard Deduction is Right for You!
- Click Continue.
- Now, you will see Charitable Cash Contributions under Cares Act where you will see any qualified contribution amount already entered from your earlier posts. Select Continue.
When I tested this, I did get the worksheet and Form 1040 to be in agreement.
For more information, see IRS Charitable Contributions Deductions.
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