When will a fix be available for Turbo Tax Premier w/r to calculation of Charitable Contributions, Form 1040-SR, Line 12b?

[cem156]

Charitable contributions total $600, MFJ status, but shows only $300 on Line 12b, form 1040-SR. IRS allows $600 in 2021.

[AnnetteB6 · Accepted solution]

There is a workaround provided by Expert JotikaT2 that will allow you to continue with your return without encountering the error. 

Use the following steps to revisit the Charitable Contributions section of your return:

1. Click on the Federal Taxes tab.
2. Select the Deductions & Credits tab.
3. On the screen titled How do you want to enter your deductions and credits?, select I'll choose what I work on.
4. Scroll down to Charitable Donations.
5. Select Update to the right of Donations to Charity in 2021.
6. You will see a screen titled Review All Your Charities.
7. To the right of any deductions entered, select Delete to remove any input.
8. You will then select Done with Charitable Donations.
9. On the next page (Deductions), scroll down to the bottom and click on Done with Deductions.
10. Proceed through the following screens until you pass the screen letting you know you are getting the Standard Deduction.  
11. The next screen titled Charitable Cash Contributions under the Care Act will allow you to enter your charitable contributions for 2021.  Enter your total cash contributions on this screen and select Continue.

[cem156]

Thanks Annette and also to Jotika for the quick reply. Worked like a charm.

[gnrldsppntmnt]

This "workaround" doesn't work if, like me, you're taking the standard deduction with the IRS, but itemizing with the state.  Please answer the original question.

[tmmill]

This did not work for me.  I never was taken to the CARES act question.

[LindseyLO]

So that we can better assist you what State are you needing this for? 

[LindseyLO]

What message are you receiving on your screen? Please reach out to Customer Support for more assistance. Help with doing so has been provided by clicking here.

[vhawk3]

I agree.  I itemize for my Arizona return.  This "workaround" does not work.   I just went into the error where it showed $300 and changed the amount to $600.  I believe this worked, but I would appreciate hearing from TurboTax that this is indeed an appropriate "fix."  It would be helpful if the programming error was "fixed" so that it works properly for those of us who itemize our state returns.

[gnrldsppntmnt]

Alabama. It’s a known issue. I confirmed that after finally getting someone on the phone who was familiar with it.

[Cynthiad66]

@vhawk3

We at TurboTax are making every effort to fix all of the issues facing taxing season.  We suggest work arounds often so that the customer can get their return prepared.  We suggest using the work around if it solves the problem and your return appears accurate.

[gnrldsppntmnt]

As long as you don’t go back and run the error check again (triggering the error again, ironically) you should be able to e-file for the correct amount. They fixed that much with a recent patch. It’s possible, but not guaranteed, that a complete fix might be part of a release scheduled in the next few weeks. That was the best info I could get. 

[creffk]

I have this same problem for Colorado.

[Cass0317]

Please follow the instructions posted above by AnnetteB6.There is a workaround that will allow you to continue with your return without encountering the error. 

Use the following steps to revisit the Charitable Contributions section of your return:

1. Click on the Federal Taxes tab.
2. Select the Deductions & Credits tab.
3. On the screen titled How do you want to enter your deductions and credits?, select I'll choose what I work on.
4. Scroll down to Charitable Donations.
5. Select Update to the right of Donations to Charity in 2021.
6. You will see a screen titled Review All Your Charities.
7. To the right of any deductions entered, select Delete to remove any input.
8. You will then select Done with Charitable Donations.
9. On the next page (Deductions), scroll down to the bottom and click on Done with Deductions.
10. Proceed through the following screens until you pass the screen letting you know you are getting the Standard Deduction.  
11. The next screen titled Charitable Cash Contributions under the Care Act will allow you to enter your charitable contributions for 2021.  Enter your total cash contributions on this screen and select Continue.

Please reply back to this thread if you continue to have issues.

@creffk

[gnrldsppntmnt]

Did you read all of my post?  That “workaround” prevents your charitable contributions from being itemized on your state return.  Your STATE return. 

[HeatherPLO]

@gnrldsppntmnt

Thank you for sharing this.  We are aware of the known experience and we are working on a resolution. 

We appreciate your patience in this matter.