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posted Mar 17, 2023 1:02:48 PM

Form 8283

I have several charities I support and list them on TT.  I am interested in posted my stock sell (in 2022) and by giving it to a charity, I want to avoid the capital gains tax on the sale of the stock.  How do I post this?  It is to my church, and I also gave cash donations to the church and late in year sold the stock, posted to my money market account and then moved it to church.  How does this work within TT?  There is a way to handle the transaction to avoid capital gains on the stock but I don't see how to enter on TT?

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1 Replies
Expert Alumni
Mar 17, 2023 1:19:57 PM

No. Since you actually sold the stock and then gave the church the cash you will need to report the capital gains.  

 

Next you can take the cash donation using itemized deductions on Schedule A.  Hopefully this will provide a greater deduction than the standard deduction.  Keep in mind you can use all of your donations for the year, your property taxes, mortgage interest, state and local income tax as well as sales tax and also personal property taxes. Medical expenses can be used for any amount that is greater than 7.5% of your income.  TurboTax will use the best deduction for you.  Below are the standard deduction amounts.

 

  • The standard deduction for married couples filing jointly for tax year 2022 rises to $25,900 up $800 from the prior year. For single taxpayers and married individuals filing separately, the standard deduction rises to $12,950 for 2022, up $400, and for heads of households, the standard deduction will be $19,400 for tax year 2022, up $600.

If you're at least 65 years old or blind, you can claim an additional 2022 standard deduction of $1,400 ($1,750 if using the single or head of household filing status). If you're both 65 and blind, the additional deduction amount is doubled