turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

atermine
New Member

What address do you put down for charitable trust maintained at schwab?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
jtax
Level 10

What address do you put down for charitable trust maintained at schwab?

Where is TT asking for the address? For a donation to a to donor advised fund (DAF) held at Schwab Charitable?  The address for Schwab Charitable is Schwab Charitable P.O. Box 628298 Orlando, FL 32862. It is toward the bottom of https://www.schwabcharitable.org/contact-us

 

A DAF is not a trust. If you do mean you have a charitable remainder/lead trust (or similar) that Schwab is the corporate trustee, that is another question. If so ask again in more detail.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
blueberry_r
Returning Member

What address do you put down for charitable trust maintained at schwab?

Running into this as well. It asked at the end when reviewing my entries, as part of Charitable Organization Worksheet. Based on this answer I'm going to enter Charles Schwab's address. Hope it's right!

jtax
Level 10

What address do you put down for charitable trust maintained at schwab?

Just to be clear, my response was about a donor-advised fund at Schwab. It was not about a non-grantor trust with an account at Schwab (or with Schwab as a trustee).

 

Don't worry about it. I doubt anyone will look at the address. I bet they just collect that info in case they find a particular tax shelter like scam / fraud so they can find all those who used it. For a legitimate charity like Schwab's DAF, you won't have any problem. 

 

By all means, get it as right as you can. Just be ready to show your donation receipts/records if asked about it (as with each and every deduction). 

 

Note that Schwab Charitable changed its name recently, and maybe its address. I wouldn't suggest amending if you used the old name/address and already filed. If you haven't filed, then by all means, use the new info:

 

source: https://www.dafgiving360.org/contact-us 

 

DAFgiving360​

mailing address:
P.O. Box 2430 
Omaha, NE 68103

 

Headquarters address:
211 Main Street​
San Francisco, CA 94105

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question