topic Charitable contributions are not reducing tax owed for state but they are for federal. in Deductions & credits

Charitable contributions are not reducing tax owed for state but they are for federal.

debhlavacek — Wed, 11 Feb 2026 03:56:33 GMT

Re: Charitable contributions are not reducing tax owed for state but they are for federal.

Cynthiad66 — Sun, 11 Feb 2024 17:05:19 GMT

We'd love to help you complete your tax return, but need more information. Can you please clarify your question? What state are you referring to?

Re: Charitable contributions are not reducing tax owed for state but they are for federal.

debhlavacek — Sun, 11 Feb 2024 17:23:07 GMT

I am in the state of Utah. I even temporarily put in a 5,000 charitable contribution to Red Cross and my Federal refund went up, but state did not change. I have never seen this before.

Re: Charitable contributions are not reducing tax owed for state but they are for federal.

JohnW152 — Sun, 11 Feb 2024 18:30:56 GMT

It's likely that the amount of your federal itemized deductions that was carried over to your Utah return has been phased out.

Utah law provides that you can claim a credit against tax for your personal exemptions and an adjusted amount of your federal itemized deductions. This credit is equal to 6% of your allowable exemptions and deductions.

However, the credit is phased out when your income is over a specified amount, based on your filing status.

For tax year 2023, the income amounts are:

Single: $16,742

Married filing jointly: $33,484

Married filing separately: $16,742

Head of household: $25,114 and

Qualifying surviving spouse: $33,484

See Line 17, Base Phase-out Amount in the Utah 2023 TC-40 Forms and Instructions.

Once the income subject to phase-out drops to zero, any additional itemized deductions you enter on your federal return won't make any difference on your Utah return.