Charitable deduction 2023

[ctruscott]

I donated appreciated stock to a 50% charity in 2023. The donation is more than the standard deduction.   The charitable deduction portion for itemized deductions should be limited to only 30% of my AGI with a carryover of the unused to next year.  The return calculated correctly, and I printed it for review.  When I updated Turbo tax to Efile  days later, the charitable deduction changed to allowing 100% of the appreciated stock value which exceeds the 30% of my AGI.  No other amounts changed from the original return.  I am unable to edit the calculation.  Please advise.

[Perry F]

This was posted and it fixed the same problem as you are having:

FilAlleva

New Member

I have reported the same problem. It appeared after the 3/27/2024 TT update. I've corrected the forms by using the override function (crtl-D) and moving the amounts to the correct columns on the Charitable Contributions Summary worksheet and moving the total to the correct line (Line 5) on the Charitable Deduction Limits Worksheet. 

yesterday