how do i find my contribution carryover on turbo tx from 2024 to 2025?

[mesquitebean]

I don't know what kind of contributions you are referring too--e.g., excess charitable contributions, excess MSA, HSA, ESA, etc.  But in any case, we can tell you how to get the Carryover Worksheet that will show 2024 and 2025.

I don't know if you are using Online TurboTax or desktop software.    For Online TurboTax, you'd need to download the full 2024 PDF with all the worksheets.  If that's your situation, report back and we can tell you how to get it.  Also, if using Online TurboTax, has the 2024 return already been filed, or is it still in the preparation phase?

For desktop software, launch TurboTax and open your 2024 return.   Go into Forms Mode.  In the left column list of forms scroll down and choose Carryover Wks.   That will open the Federal Carryover Worksheet.   What you are looking for is likely on Page 2 or 3 of that worksheet.

[andyeg3]

I filed my 2024 taxes using TurboTax Online.  I am trying to find my charitable contribution carryover going forward from 2024 to 2025.  I am told there is a charitable contribution worksheet but I have not been able to access it.  No worksheets download with my tax return pdf.  Can you instruct me how to find this document/information?

Andy E Green

[email address removed]

[mesquitebean]

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@andyeg3 wrote:

I filed my 2024 taxes using TurboTax Online.  I am trying to find my charitable contribution carryover going forward from 2024 to 2025.  I am told there is a charitable contribution worksheet but I have not been able to access it.  No worksheets download with my tax return pdf.  Can you instruct me how to find this document/information?

Be aware this is a public Internet forum, so to avoid spam, scam, etc.,  don't post any personal info here.  The forum filter removed your email address but left your name.   If you want to remove it, you can edit that last posting by clicking the tiny blue 3-dot icon just to the right of it.

To get the PDF with all the worksheets and summary pages, you have to open the return interview back up and go to the Print Center, where you have a choice of PDFs to download.  See steps below on how to get there.

NOTE:  When you open the return interview back up, do not make any changes in it, since it has already been filed.   If you ever need to amend the return, it must start off exactly as originally filed.

• Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2024, look for a link "Add a State."
• Click on "Add a State."  (you don't really add one.  That's just to open your return back up.)
• After the return interview is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
• Then choose "Print, save, view this year's return."
• The next screen should offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
•  The latter has the most pages.

• When you get the PDF with all the worksheets, there should be a summary worksheet called Charitable Contributions Summary.   And Part III of that worksheet shows contribution carryovers to 2025.

NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

[mesquitebean]

@andyeg3 

ADDENDUM:

I left you detailed steps above to get the full PDF with the worksheets.  In addition to that Charitable Contributions Summary worksheet that has all the details of the contributions that are being carried over, there is another worksheet called Federal Carryover Worksheet.   It is a condensed view of many things that carryover to 2025, including charitable contributions, if applicable.    So look at both to be sure you are viewing everything you need.   There also may be worksheets for each charitable organization.