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New Member
posted Feb 11, 2024 1:37:38 PM

Using TurboTax Deluxe, which is supposed to import item deductions from itsDeductible, but not see how to do this. Descriptions I've read don't match what I see on screen

0 4 1147
4 Replies
Level 15
Feb 11, 2024 1:46:22 PM

Import from ItsDedcutible on the TurboTax Deluxe online edition -

 

To enter charitable donations -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Charitable Donations
On Import from ItsDeductible Online, click on the start or update button


Or enter charitable donation in the Search box located in the upper right of the online program screen. Click on Jump to charitable donation

 

Expert Alumni
Feb 13, 2024 12:47:11 PM

Here is a step-by-step instruction on how to export your data from It's Deductible:

 

Follow these steps to export and save your ItsDeductible data:

 

  1. Sign in to your ItsDeductible account.
  2. Select the tax year you want to save.
  3. Select View Summaries.
  4. Select PDF next to the data you want to save.
  5. Repeat steps 2–4 for all other tax years you’d like to save.

You should keep all tax return data for the last three years for your tax records.  You must have TurboTax Deluxe or higher.

 

Follow these steps when you are in the TurboTax Program:

 

  1. Open or continue your return in TurboTax.
  2. Search for donations and select the Jump to link.
  3. Answer Yes to Did you make any donations to charity? 
  4. On the next screen, answer Yes to Do you have an account with ItsDeductible Online?
  5. Your donations will automatically load as long as you're using the same account for both ItsDeductible and TurboTax. On the next screen, select which donations you want to import and select Import Now.
  6. Select Continue and review your charities on the next screen.

If you make changes to It's Deductible and want to import again, start again at step 2 above.

 

Click here for a link to getting started in It's Deductible.


Click here for What is It's Deductible.

New Member
Mar 30, 2024 12:23:55 PM

This doesn't seem to work for the desktop version of the software.  I've been importing my donations from ItsDeductible for several years and it's a huge time saver.  Why is this no longer supported?

Level 15
Mar 30, 2024 1:12:08 PM


@blussier37 wrote:

This doesn't seem to work for the desktop version of the software.  I've been importing my donations from ItsDeductible for several years and it's a huge time saver.  Why is this no longer supported?


To enter charitable donations -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Charitable Donations
On Import from ItsDeductible Online, click on the start or update button


Or enter charitable donation in the Search box located in the upper right of the online program screen. Click on Jump to charitable donation