LindaS5247
Expert Alumni

Deductions & credits

Here is a step-by-step instruction on how to export your data from It's Deductible:

 

Follow these steps to export and save your ItsDeductible data:

 

  1. Sign in to your ItsDeductible account.
  2. Select the tax year you want to save.
  3. Select View Summaries.
  4. Select PDF next to the data you want to save.
  5. Repeat steps 2–4 for all other tax years you’d like to save.

You should keep all tax return data for the last three years for your tax records.  You must have TurboTax Deluxe or higher.

 

Follow these steps when you are in the TurboTax Program:

 

  1. Open or continue your return in TurboTax.
  2. Search for donations and select the Jump to link.
  3. Answer Yes to Did you make any donations to charity? 
  4. On the next screen, answer Yes to Do you have an account with ItsDeductible Online?
  5. Your donations will automatically load as long as you're using the same account for both ItsDeductible and TurboTax. On the next screen, select which donations you want to import and select Import Now.
  6. Select Continue and review your charities on the next screen.

If you make changes to It's Deductible and want to import again, start again at step 2 above.

 

Click here for a link to getting started in It's Deductible.


Click here for What is It's Deductible.

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