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Deductions & credits
So, to recap and clarify the procedure that I had to use, to get the correct charitable donation under the CARES act. For the online edition:
- Upload your W-2s. Let TurboTax read the forms and put all the numbers in the right worksheets.
- Let TurboTax walk you through your return while promising you 100% accuracy.
- Have TurboTax suggest that the Standard Deduction is right for you. It will tell you not to worry about charitable deductions, which it will ask about later.
- When it doesn't ask you about it later, hopefully you will notice that, and ignore the big thumbs up TurboTax gives you when it tells you your federal return looks great.
- Pay before filing so that you can print out your return and see that you have been given (in my case) a $240 charitable deduction.
- Spend a couple of hours poking around the Internet and in the help screens within TurboTax until you finally stumble on this thread in the TurboTax community.
- Try the solutions posted in this thread and discover that none of them work for you. All of them tell you to clear your cash donations from the " Donations to Charity" section. Then, according to the instructions, TurboTax will take you to the "Charitable Cash Contributions under Cares Act" screen. But your $240 donation is not in that section, so there is nothing to delete.
- Scratch your head for another 30 minutes until you find the $240 deduction is on the W-2 form, so TurboTax adds it in but does not show it anywhere.
- Search the help screens and forums again and discover that your situation is not mentioned anywhere.
- Delete that item from your W-2 form and try not to feel dirty about deleting information on your legal document that is being sent to the IRS.
- Now when you review your federal return, TurboTax does take you to the "Charitable Cash Contributions under Cares Act." Here you can enter the correct amount.
- Report these findings to the community thread so that it might help other people with the same problem.
- Notice that TurboTax employees moderating the forum are unable to admit that there are issues with the software. Also note that they continue to give the same workaround solution to the problem, without mentioning the special case of having charitable deductions on the W-2.
- Suggest to the moderators that they would do a great service for many of their customers if they sent an email to everyone explaining and (dare I say) apologizing about the situation. That way other people don't have to waste several hours trying to get this right. Or worse, not get the full refund that they're entitled to.
- Wait and see how they respond to that.
‎February 3, 2022
1:08 PM