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Level 1
posted Apr 25, 2021 2:09:13 PM

NY charitable contribution to reduce state taxes

New York state has a SALT cap workaround with charitable contributions described here: https://www.tax.ny.gov/research/stats/stat_pit/preliminary-report-tcja-2017.htm (Note: there were ramblings of IRS closing this workaround, but those rules are still in "proposed" state and not in effect)

 

It means that If I donated money to charity in 2019, I should be able to reduce my NY tax by that amount in 2020.  I'm doing my taxes in Turbo Tax Deluxe 2020 now, I put in my charitable contribution, but I don't see the option to reduce my NY tax.  Where do I find this option?

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1 Best answer
Employee Tax Expert
Apr 27, 2021 6:46:43 AM

This screen is shown on the page titled, New York Charitable Gift Trust Fund. Please note, this only applies to two different types of funds, which are:

  1. The Health Charitable Account
  2. The Elementary and Secondary Education Account

You will get to this screen as you are going through your return. I have attached a picture of the screen below for additional guidance. 

1 Replies
Employee Tax Expert
Apr 27, 2021 6:46:43 AM

This screen is shown on the page titled, New York Charitable Gift Trust Fund. Please note, this only applies to two different types of funds, which are:

  1. The Health Charitable Account
  2. The Elementary and Secondary Education Account

You will get to this screen as you are going through your return. I have attached a picture of the screen below for additional guidance.