topic Where in the 2021 online TurboTax do you designate a charity as a 50% limit organization? in Deductions & credits

Where in the 2021 online TurboTax do you designate a charity as a 50% limit organization?

LarryEngel — Mon, 09 Mar 2026 08:25:21 GMT

I have seen screen shots from the 2020 program, but I am not seeing this question asked in 2021. The problem is that TT is calculating the Charitable Contributions Worksheet incorrectly because it thinks all the contributions are on line 2 of the Worksheet, whereas some should be on line 5. Thank you very much for any suggestions.

Re: Where in the 2021 online TurboTax do you designate a charity as a 50% limit organization?

DianeW777 — Thu, 10 Mar 2022 20:21:00 GMT

The information box in TurboTax will show the detailed allowable contributions (see image below). It's unusual for a 30% or 20% limit to be considered.

You can also use the IRS Publication 526 and the IRS tool for searching their list.

Tax Exempt Organization Tool

The amount you can deduct for charitable contributions is generally limited to no more than 60% of your adjusted gross income (AGI). Your deduction may be further limited to 50%, 30%, or 20% of your AGI, depending on the type of property you give and the type of organization you give it to. A higher limit applies to certain qualified conservation contributions and qualified cash contributions for 2021.

Re: Where in the 2021 online TurboTax do you designate a charity as a 50% limit organization?

LarryEngel — Fri, 11 Mar 2022 01:53:35 GMT

Thanks Diane for the response...unfortunately this still doesn't get to the crux of my problem. This was a gift of appreciated stock to what the IRS tool says is a 50% charity. Last year, TT correctly noted it as a "50% charity, 100% donation" in the Charitable Organization Worksheet. This year, TT is considering the same stock gift to the same charity as a "Other than 50% Charity." I have looked at the IRS tool, and it is a 50% charity. The consequence of this incorrect classification is that Charitable Deductions Limit Worksheet limits the amount that can be donated to up to 20% of AGI. Whereas last year it was 30% (since it was on line 5, not line 2). I don't understand what I do in Turbo Tax to make sure it is a 50% charity, which was correctly done last year. THank you for your assistance.

Re: Where in the 2021 online TurboTax do you designate a charity as a 50% limit organization?

DaveF1006 — Fri, 11 Mar 2022 20:58:50 GMT

To clarify, what is the name of the Charity?

@LarryEngel

Re: Where in the 2021 online TurboTax do you designate a charity as a 50% limit organization?

LarryEngel — Sat, 12 Mar 2022 00:53:42 GMT

Thanks Dave for helping out.

It's Fidelity Investments Charitable Gift Fund, a DAF. I checked on IRSs site and it's a standard 50% charity.

I tried something last night that seemed to have worked. I deleted the direct entry items and entered the contributions into ItsDeductible and imported from there. That categorized them correctly (fully deductible).