topic Re: Charitable contributions error in Deductions & credits

Charitable contributions error

bobaloisi — Thu, 28 Jan 2021 13:32:00 GMT

see image below. Not sure what to enter. I think it's $25, that's the smallest cash contribution made. please advise.

Re: Charitable contributions error

Mike9241 — Thu, 28 Jan 2021 18:31:32 GMT

are you itemizing? if so you don't get the page 1 deduction. if you aren't, despite what TT may say

10b has to be entered manually . note I use desktop version and found no matter how I entered contributions for schedule A nothing flowed to 10a or b

Re: Charitable contributions error

bobaloisi — Thu, 28 Jan 2021 18:49:39 GMT

yes, our itemized deds is $27,400 (line 12, 1040), standard deds is $24,800. still not sure what to enter in line 10b?

Re: Charitable contributions error

VolvoGirl — Thu, 28 Jan 2021 18:54:15 GMT

Enter nothing. You don't get a credit on that line. You are already taking it as part of your Itemized Deductions. You only get the extra on 10b if you are taking the Standard Deduction. And if you do qualify for an amount on 10b Turbo Tax will automatically fill it in.

Re: Charitable contributions error

VolvoGirl — Thu, 28 Jan 2021 18:58:18 GMT

WAIT! You are getting the Standard Deduction. You must both be over 65. The Standard Deduction is 24,800+1,300 each = 27,400 for Joint. So go though the deduction section and enter your charity amounts. Then keep going and finish that section. It should say the Standard Deduction is right for you. Then it will add the amount to line 10b.

Re: Charitable contributions error

bobaloisi — Fri, 29 Jan 2021 13:24:37 GMT

You're right VolvoGirl. I went thru the deductions again and it did use the standard deduction and posted $300 to line 10b. Thank You

Re: Charitable contributions error

liguy — Tue, 02 Feb 2021 23:01:06 GMT

This is not working for me. I am taking the standard deduction and entered my charitable contributions. This amount did not show up on 1040 line 10b or line 10c. I had to enter the amount on the 1040 worksheet.

Still the amount is not showing up on line 10c but the adjusted gross income is lower by that amount.

Re: Charitable contributions error

liguy — Tue, 02 Feb 2021 23:08:29 GMT

Update - 1040 wks line 10b and line 10c is not being automatically updated after I enter the chariatable contributions. However 1040 line 10b and 10c is being updated with the worksheet 10b and 10c

Re: Charitable contributions error

KathrynG3 — Wed, 03 Feb 2021 15:54:34 GMT

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

@liguy

Re: Charitable contributions error

liguy — Wed, 03 Feb 2021 16:32:50 GMT

Thanks for the reply and support!

My Bad I did not properly follow thru with selecting Done and now it is working OK

Re: Charitable contributions error

mark-D1 — Sun, 07 Feb 2021 20:46:30 GMT

The TurboTax form 1040 [after Feb-5 update] says limit is $300 for MFJ when not itemizing. Actually it was raised to $600 for MFJ. The limit is $300 for an individual. So it should NOT report an error for amounts over $300.

Re: Charitable contributions error

DoninGA — Sun, 07 Feb 2021 20:50:21 GMT

@mark-D1 wrote:

The TurboTax form 1040 [after Feb-5 update] says limit is $300 for MFJ when not itemizing. Actually it was raised to $600 for MFJ. The limit is $300 for an individual. So it should NOT report an error for amounts over $300.

The maximum is $300 on a 2020 tax return.

IRS Form 1040 (2020) Instructions page 29 - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=29

Line 10b
If you don't itemize deductions on Schedule A (Form 1040), you (or you and your spouse if filing jointly) may be able to take a charitable deduction for cash contributions made in 2020.
Enter the total amount of your contributions on line 10b. Don't enter more than:
• $300 if single, head of household, or qualifying widow(er);
• $300 if married filing jointly; or
• $150 if married filing separately.

Re: Charitable contributions error

mark-D1 — Sun, 07 Feb 2021 21:58:51 GMT

So, I went to the link and was surprised. As I track back what I saw, is it for tax year 2021 [not reporting 2020 taxes] that it is $300 per person?

Re: Charitable contributions error

DoninGA — Sun, 07 Feb 2021 22:00:52 GMT

For tax year 2021 it would be a max of $600 if filing as Married Filing Jointly.

Re: Charitable contributions error

jes111 — Wed, 10 Feb 2021 20:14:30 GMT

I am struggling with this for a week now.

I am single and head of household

getting the standard deduction

under deductions & credits - Charitable cash contributions under cares act

I enter 250.00

I then go into review and get error: Cash Charitable is too Large

on check this entry this entry looks like this:

line 10

box 10a - 1837.00

then a box to the left and in the middle of 10a and 10b which states enter the smaller of these cash contributions made or 300.00 (150.00 if married) on line 10b below if you take standard deduction - which has the 250.00 in this box

box 10b has 250.00

What am I doing wrong and how do I fix this

Re: Charitable contributions error

AmyC — Wed, 10 Feb 2021 21:03:47 GMT

In my program, during the federal review, I see that no charity deduction is allowed. Yet, when I go into the forms, I can see the charity deduction is there. Please check your actual tax form and see if it is picking up the charity. See How do I preview my TurboTax Online return before filing? If the forms are correct, you can file. If the forms are not correct, we need to get you help. You can fill this form out for someone to call you.

@jes111

Re: Charitable contributions error

c-schelin — Sat, 27 Feb 2021 23:12:29 GMT

I did that but I still got the error message, even though Turbo Tax entered the $300 automatically. The only way I could see the forms was to print and that kicked me out of e-filing, even though the final summary and filing instruction page states that you can still file electronically, there was no way to do it. The steps printed on the page were not available. So-o-o annoying!

Re: Charitable contributions error

KathrynG3 — Mon, 01 Mar 2021 16:57:02 GMT

You can still e-file. To change back to e-filing, you can open your program again from Tax Home. Then, follow these steps:

Scroll down to Your tax returns & documents. Under 2020, and select Add a State.
Next, adjust your Charitable Contributions following the troubleshooting steps below.
Last, run the Review and then File. On the Just one more step screen, when you are at Step 3, select the Start button to the right of Step 3.
At the Let's get ready to e-file screen, select I want to e-file.

For more information, see: How do I change from mail to e-file in TurboTax Online?

Some additional troubleshooting tips to resolve the charitable contributions above-the-line deduction issue:

Be sure that you have closed the program and the browser.
Re-open using Chrome incognito on a PC, not a Chromebook or iPad.
You may want to quickly check the review to see if the error has cleared if you have been trying to follow some of the resolution steps already.

The best way to re-set the program is to use the Tax Tools area and follow the preferred sequence for entering the donation details.

Try doing this in TurboTax:

Step 1: Delete the Charitable Organization donation sheet

From the left menu, select Tax Tools.
Select Tools.
Scroll to Delete a Form.
Scroll to Charitable Organization and select Delete, Delete Selected Form, and Continue.
Select Federal from the left menu to return to your program.

Step 2: Re-add the Charitable Organization cash donation entered.

Enter Charitable contributions in the search box.
Select the Jump to link in the search results.
Answer the questions in the interview.
- Only Money donations count toward the above-the-line deduction when taking the standard deduction.
Complete the interview process by answering all donation questions and scrolling to the end of Deductions & Credits to select Wrap up tax breaks.
Select Continue at Based on what you just told us, the Standard Deduction is best for you.
At Charitable Cash Contributions under Cares Act, you will see your full cash contributions already input in the box. Do nothing to this cell. Select Continue and Continue.

This process will allow you to claim up to $300 for all taxpayers except married filing separate, who would each have a maximum of $150 without itemizing deductions in 2020.

For more information, see IRS Charitable Contributions Deductions.

@c-schelin

Re: Charitable contributions error

c-schelin — Tue, 02 Mar 2021 01:05:17 GMT

When I go to the Tax Home Documents page and click on Documents, it asks me to upload 2019. If the steps you outline below require that I go to "Chrome Incognito" (whatever that is) something is wrong with the Turbo Tax program. I never found where I could look at the forms before having to elect to file by mail. I still can't find the forms. This is not what I paid for. It's ridiculous.

Re: Charitable contributions error

VolvoGirl — Tue, 02 Mar 2021 01:15:08 GMT

The Forms mode is only available in the Desktop program. To see the forms you have to pay the fees and download the pdf file from online. If you selected to file by mail you can change it to Efile. To get back into your return do not click on Documents. You should see 2020 listed. Click on Add A State (you are not really adding a state, that just lets you back in.) Try the steps Kathryn listed above again.

Where are you seeing anything about using Chrome Incognito?