I changed my charity donations, but TTax Deluxe Windows isn't updating line 10B on the 1040. The charity worksheet shows the new amount. Anyone else have this problem?

[ormtors]

Talked TTax support, but they could not figure it out. Override is useless because it won't use the new number to recalculate the return. TTax is maybe freezing the return after the Review so it won't revise the 1040, even though it allows changes. Anyone able to help?

[ormtors]

This is for the Windows Desktop deluxe version.

Workaround - Go to Step by Step Federal Deductions and Credits. Update the charitable contributions. It will take you to a place where it gives the standard deduction. It lists the total charity donations. Only cash and cost of travel, supplies etc are deductible if you take the standard deduction. Non cash items like clothes are only deductible if you itemize deductions. Accept the standard deduction and it will change the 1040 line 10B and update the refund or lower the amount of tax owed. 

I haven't been able to get it to work if I make the entries directly on the charitable donations forms. It doesn't carry over any changes from the forms to the 1040 unless I am in Step by Step.

[Mountainbreeze]

I have experienced the same problem where changing the cash charitable contributions using step-by-step does not carry forward into form 1040 line 10b.  The above workaround does not work for me. Have talked with TT tech support and they are investigating.

[JamesG1]

I have been able to enter and change the charitable deduction of up to $300 for cash contributions.

In TurboTax Desktop follow these steps: 

• Across the top of the screen, click on Federal Taxes.
• Click on Deductions & Credits.
• At the screen How do you want to enter your deductions and credits?, click on I’ll choose what I work on.
• Across the top of the screen Your 2020 Deductions & Credits, scroll down to the bottom and click Done with deductions.
• You have to pass through the screen The Standard Deduction is right for you.
• Continue until the screen Any charitable Cash Contributions?
• Enter your charitable cash contribution.  If you enter more than $300 (Single taxpayer), your deduction will be capped at $300..
• Click Continue.
• Click Done with Other.
• Across the top of the screen, click Review, then Continue.
• After Review is complete, click Forms in the upper right hand corner of the screen.
• Select Form 1040 in the left hand column to review the entry on line 10b of the 1040.

[Mountainbreeze]

But, I already entered my cash contributions during the interview process and TurboTax handled putting the correct amount on form 1040 lines 10b/10c.  Problem is, when I go back and change the amount of cash contributions via the interview process, the new amounts don't appear on lines 10b/10c as they should.

[ormtors]

Hi,

Please see the last line of my workaround comment:

I haven't been able to get it to work if I make the entries directly on the charitable donations forms. It doesn't carry over any changes from the forms to the 1040 unless I am in Step by Step.

Please explain why it won't work if I enter the charity contributions from the forms view. When I revise the charity on forms view the revision only changes Schedule A. It only changes the 1040 using Step by Step. 

Additionally, when I save the return, close and then reopen TurboTax, it is not saving the $300 entered using Step by Step. Instead it reverts to the figures which I entered when I first started the return. Can you please try to recreate the problems I am having in your test system or please let me know if you want me to send you the return so you can work on these issues with the Turbotax Deluxe Windows desktop version. 

I would appreciate not closing this case until someone can explain why revisions to charity entered on the Forms view are not carrying over to the 1040 line 10B and why revision entered on Step by Step are not kept on the return once I exit Turbotax. 

One last thing. Maybe I am missing something, but it takes me a lot of time to find this case that I entered. Searching on the case number or my userid does not work. Is there a way to quickly get to this case?

Best 

Ormtors

[ReneeM7122]

If you're using TurboTax online, the contribution must first be dealt with on the Schedule A contribution worksheet.  It won't work through the 1040 worksheet, even though you need to get the cash onto line 10b of the 1040, and even if you are not going to itemize.  Here's what to do:

1. On the Deduction and Credits tab, search for Charitable Contributions.  
2. Search for charitable contributions and click on Jump to charitable contributions.
3. When prompted, tell TurboTax that the contribution was cash/money. 

By following these steps, TurboTax should automatically assume that you are taking the standard deduction instead of itemizing. Then it will ask you to enter the cash amount of the contribution, which is 1040 line 10b.

From the IRS instructions:

Line 10b

If you don't itemize deductions on Schedule A (Form 1040), you (or you and your spouse if filing jointly) may be able to take a charitable deduction for cash contributions made in 2020.

@ormtors