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New Member
posted Jun 4, 2019 1:01:44 PM

How can I find out if I have a charitable carryover?

I had reported charitable donations for the last 6 years , how do I know if I have a carryover ?

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1 Best answer
Alumni
Jun 4, 2019 1:01:46 PM

You don't have a charitable carryover unless your claimed charitable contributions were limited by the % of AGI rules. How would you know that? Turbotax would have told you that, and if you used Turbotax last year and imported your TT info from last year, then any carryovers, including charitable, would automatically be entered into your current tax return.

3 Replies
Alumni
Jun 4, 2019 1:01:46 PM

You don't have a charitable carryover unless your claimed charitable contributions were limited by the % of AGI rules. How would you know that? Turbotax would have told you that, and if you used Turbotax last year and imported your TT info from last year, then any carryovers, including charitable, would automatically be entered into your current tax return.

Returning Member
Apr 24, 2021 4:36:11 PM

I understand what you're saying in your answer to that person's question, but when I look back on my last few years of taxes, I don't see that Turbotax did anything, in the carryover section.  Hopefully I'm just looking at it wrong.  My husband and I give about $22,000 a year in cash payments to several charities and while doing my taxes this time, I didn't see the number go down at all (that we owe)  I started reading about carryovers and I've never ever put in anything in there since I didn't know what it was.  our AGI is $ 167,184.  Am I doing something wrong?

Expert Alumni
Apr 25, 2021 1:00:00 PM

You have the option of taking the standard deduction or itemized deductions. The standard deduction for Married Filing Jointly in 2020 is $24,800. If one of you is over age 65, the deduction increases to $26,100 and if you are both over age 65, then the amount is $27,400. If your itemized deductions are lower than your standard deduction, you choose it.

 

You would have had no carryover with an AGI that high if the donation amount was the same.