DAF (Donor Advised Fund) Contribution

[Benzy]

Where and how do you report or enter your DAF contribution in the TurboTax worksheet?  Thx.

[Mike9241]

To report your Donor Advised Fund (DAF) contribution in TurboTax, follow these steps:

Open TurboTax.
Navigate to Federal > Deductions & Credits > Charitable Donations > Donations to Charity in 2023.
Start or revisit the section.
On the screen labeled “Donations,” select “Yes.”
On the next screen, enter the name of the charity.
Select “Add” next to the stock (if applicable).
Continue with the prompts to complete the entry.

[Benzy]

Thank you.

[lambda13]

Can you go into more detail please?  It sounds like a DAF will require me to click yes on "I attached conditions on a donation", correct?  And that's even after TurboTax telling me to go back and choose "Item" instead of "stock" donation?

[RSReeb]

I have the same question.   Can I just enter in my DAF contribution as a stock donation?

[PatriciaV]

In most cases, contributions to a Donor Advised Fund should be entered as an "Item," which does include stock. This option asks additional questions regarding the donation. Be sure to follow the interview to the end so you can indicate the donation has restrictions. You will need to enter specific information about the restrictions.

@RSReeb 

@lambda13