topic TT-please delete...TY in Deductions & credits

TT-please delete...TY

pamoores — Thu, 12 Mar 2026 00:53:03 GMT

Re: TT Online charitable appreciated stock donations not calculating correctly

ThomasM125 — Tue, 17 Mar 2026 16:02:32 GMT

I did a trial of what you explained and my TurboTax product worked as intended.

You can deduct the fair market value (FMV) of the stock if you held it for more than one year and the charity used the stock in furtherance of the mission of the charity. When you edited your entries you would see what you entered for the FMV, date stock acquired and date sold, along with the purpose to which the contribution was applied by the charity.

I suggest you look on your Schedule A on line 12 to verify that the value of your contributions is what is being deducted, assuming they qualify for the maximum deduction. If so, then your return will reflect the correct deduction for the donated stock. You will be able to see the Schedule A after you have paid for your TurboTax product if you are working online with the program.

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Tue, 17 Mar 2026 16:07:22 GMT

Thomas, thank you for your reply. I learned after contacting online support that while "You can deduct the fair market value (FMV) of the stock if you held it for more than one year and the charity used the stock in furtherance of the mission of the charity" there are limitations. You are charitable contributions are limited to 30% - 50% in some cases. That was the issue I was running into.

In my case I have a carryover to next year but I am disappointed that TurboTax does not display the charitable contributions summary worksheet after taxes have been paid and submitted. I have to trust that the carryover amount will in fact be carried over accurately and completely when I do my taxes next year. This is something that I hope TurboTax will consider changing in future years.

Re: TT Online charitable appreciated stock donations not calculating correctly

MarilynG1 — Wed, 18 Mar 2026 03:30:29 GMT

Check the Federal Carryover Worksheet, Line 27.

@pamoores

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Wed, 18 Mar 2026 11:20:53 GMT

Marilyn, unfortunately that worksheet does not appear in my 2025 tax package :(

Re: TT Online charitable appreciated stock donations not calculating correctly

CatinaT1 — Wed, 18 Mar 2026 12:02:00 GMT

Did you print all forms and worksheets?

Here's how to get all the forms and schedules.

TurboTax Online:

Sign in to your TurboTax Account.
Scroll down to the "Your tax returns & documents" section.
Select the specific tax year you need (e.g., 2024).
Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center).
In the left-hand menu, select Tax Tools > Print Center.
Select Print, save or preview this year's return.
The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms."
Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.

TurboTax Desktop:

If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2024 app).
Open your saved .tax file.
Go to File > Print.
In the print window, select the radio button for "All forms and worksheets."
Choose "Save as PDF" to keep a digital copy with every detail.

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Wed, 18 Mar 2026 12:50:43 GMT

Catina, YES!!!! THAT'S WHAT I AM LOOKING FOR!!! Thank you so much for pointing this out to me. All the other agents before you, while extremely helpful, did not point this out. I was looking for the supplemental worksheets in my federal return..... And didn't find them there so I thought they were not available. Thank you for being the first person to point out where these are! I am one happy camper. Thank you so much.

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Wed, 18 Mar 2026 13:42:27 GMT

How do I get to the Print Center for a PREVIOUS YEAR (ie: 2024) so that I can print out that year's return WITH the following documents: "Include government and TurboTax worksheets (optional)"

Re: TT Online charitable appreciated stock donations not calculating correctly

CatinaT1 — Thu, 19 Mar 2026 23:30:06 GMT

The same way. Step 3 of the online instructions I posted.

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Thu, 19 Mar 2026 23:59:37 GMT

Cantina, I tried that but the additional supporting documentation options only appeared under the current 2025 calendar year.

I'll try it again but I couldn't figure out how to get the 2024 calendar year to show the additional supporting documentation options.

Some feedback for you to give to the developers: they should make it a lot easier to get to Tax Tools (that option does not automatically appear on the left side of my online screen) and easier to get to this additional supporting documentation option without having to click "add a state" (which I'm sure you would agree is not an intuitive thing to do).

Re: TT Online charitable appreciated stock donations not calculating correctly

CatinaT1 — Fri, 20 Mar 2026 00:01:52 GMT

Let me know if you still have problems, you might want to try these things too:

Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.

Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Fri, 20 Mar 2026 00:26:07 GMT

Thank you Cantina for your patience. I cleared my cash and then I logged into TurboTax online via an incognito tab (on my phone) and followed your directions. When I go to the 2025 tab there is an "add a state" option.... But when I select the 2024 button, the "add a state" option does not appear. See screenshots below.

Should I try navigating to TurboTax online via on my Windows desktop next?

Re: TT Online charitable appreciated stock donations not calculating correctly

CatinaT1 — Fri, 20 Mar 2026 11:35:21 GMT

See at the very bottom of your screenshot for 2024 next to the expert picture, it says Download/Print return (PDF) - try there.

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Fri, 20 Mar 2026 11:42:10 GMT

Good morning Cantina and thank you for your continued attempts to help me. Most grateful. When I click on that button it allows me to download the 2024 return, not the 2024 return with all the additional documentation and worksheets (see screenshot). I'm beginning to believe that maybe you are not able to download all the additional documentation and worksheets for prior years.

Re: TT Online charitable appreciated stock donations not calculating correctly

CatinaT1 — Fri, 20 Mar 2026 12:12:06 GMT

Yes, you can download all the additional documentation for prior years. Did you download this and look at it to see if all the worksheets are included?

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Fri, 20 Mar 2026 12:21:18 GMT

Cantina, yes, I did download this document this am and open3d it up and it's was the standard 2024 tax return document that was submitted...... It unfortunately did not contain all the additional documentation worksheets.

I'm doing all this on my Android phone. I'm going to fire up my laptop this morning, clear the cache, use incognito mode and login to TT online to see if a different device/browser would allow me to find and download prior year returns that include all the additional documentation and worksheets. I'll let you know what I find out.

Re: TT Online charitable appreciated stock donations not calculating correctly

CatinaT1 — Fri, 20 Mar 2026 12:28:48 GMT

It may not be available to do in the app. Let me know if it works on your laptop. This should not be this hard! I know it can be done.

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Fri, 20 Mar 2026 13:39:43 GMT

Cantina, logged into my laptop, cleared the cache, logged into TT Online and then navigated to the section entitled "Your Tax Return and Documents". Note: At this point, "Tax Tools" does not appear in left hand navigation. Clicked on "2025" and then chose "Add a State". At this point, "Tax Tools" appears in left hand nav and I can navigate to "Print Center" under "Tax Tools" and select the 2025 document with all TT worksheets".

Now, when I return to the first screen and this time select "2024" the left nav option "Tax Tools" DOES NOT APPEAR (yellow box) and the button "Add a State" DOES NOT APPEAR (yellow box). The only way I am able to get "Tax Tools" to appear is when I select "2025" and then click "Add A State". I also tried clicking on "1" , "2" and "3" and none of these offered the option to print the 2024 return with supporting TT worksheets"

I tested also tested this again using Incognito Mode and clearing the cache....same result.

There is something preventing "Tax Tools" from appearing for previous years . Are you sure TT allows for the retrieval and printing (to PDF) of PRIOR year returns and their supporting TT worksheets?

Re: TT Online charitable appreciated stock donations not calculating correctly

CatinaT1 — Fri, 20 Mar 2026 13:57:31 GMT

I had someone test this that has prior year returns in their account.

Since you have already filed, when you first log in, on the left it will say Tax home and Documents. If you choose Documents, it should give you a drop down to choose the tax year. You do not need to go in through add a state. That would only be if you hadn't filed yet.

In Tax Home, if you scroll down the page, you come to a spot that says Your tax returns & documents and can print from there.

Re: TT Online charitable appreciated stock donations not calculating correctly

pamoores — Fri, 20 Mar 2026 14:11:09 GMT

Cantina, I just did as directed (see screenshot below) and I am not able to see/view/print my 2024 tax return with supporting TT worksheets. And when I click on "1" in the screenshot, the 2024 tax return downloads (just the return, not the full return with supporting TT worksheets). Also, Tax Tools continues to not appear in the left NAV.

Since this does not look doable (to me at least), would someone in TT be able to attach the 2024 and 2023 returns with supporting TT worksheets to the "Documents" section of 2024 and 2023 in order for me to be able to download/save?