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sltmom1
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How can I download my donations from It's Deductible to my 2016 return?

 
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How can I download my donations from It's Deductible to my 2016 return?

You get to the  import page as shown in the pictures below

BUT

Note for Online Software Users:  

IF your ItsDeductible account has a UserID that is different from the UserID you are using for your tax account, then, when you attempt to download your ItsDeductible data , it will either

... a) not find an account, or

.... b)...perhaps open the ItsDeductible file that does have the same UserID, but it's not the one that you used to store your 2016 data in.

______________________________

While the early releases of the software appeared to indicate that you can import ItsDeductible data from an account with a different UserID, that option is currently not working and may not be allowed this year. 

Going forward, should you decide to continue to use ItsDeductible, I would encourage you to only record your ItsDeductible donations in an account that has the same UserID as your tax account. 

Unfortunately, this is going to cause you extra manual entry work this year, putting your donations directly into the tax software, unless you want to wait a month or two to see if TTX developers or management decide to change it.....no promises that they will.

(Desktop software users do not have this limitation)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post

1 Reply

How can I download my donations from It's Deductible to my 2016 return?

You get to the  import page as shown in the pictures below

BUT

Note for Online Software Users:  

IF your ItsDeductible account has a UserID that is different from the UserID you are using for your tax account, then, when you attempt to download your ItsDeductible data , it will either

... a) not find an account, or

.... b)...perhaps open the ItsDeductible file that does have the same UserID, but it's not the one that you used to store your 2016 data in.

______________________________

While the early releases of the software appeared to indicate that you can import ItsDeductible data from an account with a different UserID, that option is currently not working and may not be allowed this year. 

Going forward, should you decide to continue to use ItsDeductible, I would encourage you to only record your ItsDeductible donations in an account that has the same UserID as your tax account. 

Unfortunately, this is going to cause you extra manual entry work this year, putting your donations directly into the tax software, unless you want to wait a month or two to see if TTX developers or management decide to change it.....no promises that they will.

(Desktop software users do not have this limitation)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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