@ zoomej wrote:
As of 3/1/22, TTPremier shows no opportunity to import 2021 donations in Itsdeductable. Not very premier.
I don't know if you are using desktop software or Online TurboTax. So I'll take a 50-50 guess. 😁 This answer will assume you are using Online TurboTax. If it turns out you are using desktop software (CD/download), report back, and I'll give you the steps for the desktop product.
In Online TurboTax, here are 4 methods to get to the interview topic for importing from ItsDeductible. All 4 methods work for me in Online Premier, but the steps should also work in other Online editions except Free Edition. I just tested them all again recently. The first 2 methods use the "jump to" approach; the other 2 methods do not.
Method 1:
- Log in and open your return
- When the return is open, in the top right of the screen click on SEARCH.
- In the search box, enter the term itsdeductible ( one word, without quotes) and then click the adjacent magnifying glass icon (do not choose anything in the dropdown menu or it might not work).
- Then click the “Jump to itsdeductible” link.
- Next screen: "Did you make any donations to charity in 2021?" Say yes.
- The next screen is "Do you have an account with ItsDeductible Online?" Say yes.
- Follow the instructions and import your donations.
Method 2:
Same as first method above, but in the Search box enter the term donations (without quotes), and then click the adjacent magnifying glass icon (do not choose anything suggested in the dropdown menu or it might not work).
- Then click the “Jump to donations” link.
- Next screen: "Did you make any donations to charity in 2021?" Say yes.
- The next screen is: "Do you have an account with ItsDeductible Online?" Say yes.
- Follow the instructions and import your donations.
Method 3:
- Log in and open your return.
- With the return open, click in the left menu column on the Tax Tools tab, then choose TOOLS.
- In the Tools window click the blue button Topic Search.
- In the Topic Search popup enter the word itsdeductible without quotes, highlight the selection, and click GO.
- Next screen asks: "Did you make any donations to charity in 2021?" Say yes.
- The next screen is: "Do you have an account with ItsDeductible Online?" Say "yes" and continue the interview.
Method 4 :
- Using regular navigation go to the Federal tab in the left column, then at the top go to Deductions & Credits section.
- Continue until you get to a summary screen that says "Your Tax Breaks". Scroll down and look for a link that says "All Tax Breaks". Click that to expand that section, then you will see all deduction topics and subtopics.
- Scroll down to the topic "Charitable Donations" and click Show More to expand and see the donations subtopics.
- Choose "Import from ItsDeductible Online."
