TurboTax FAQ
TurboTax FAQ

How do I enter a charitable carryover?

If you had unused charitable carryovers on last year's return, and you transferred that return over, you don't have to do a thing – we've already entered that for you.

Otherwise, follow these directions to manually enter your charitable carryover:

Tip: Most qualified charitable organizations are 50% limit organizations, which means you'll enter the carryover on the Enter Your Charitable Carryovers screen. 20% and 30% limit organizations are entered on the following screen, Other Carryovers. More information about 50%, 30%, and 20% limit organizations is available at this IRS webpage.

Instructions for TurboTax Online and the CD/Download Version:

Detailed Instructions:
  1. Open (continue) your return in TurboTax.
  2. In the search box, type donations and then click Jump to donations in the search results.
  3. Answer Yes to Did you make any donations to charity in 2016? (even if the answer is no).
  4. Answer No when asked if you have an ItsDeductible account (even if the answer is yes).
  5. Answer No to the question Do you want to enter your donations for 2016?
    • If you see Review All Your Charities instead of this question, click Done with Charitable Donations.
  6. The next screen will say Charitable Carryovers. Answer Yes and Enter Your Charitable Carryovers on the next screen

Instructions for TurboTax mobile app:

 Detailed Instructions:

  1. Sign into the Turbotax mobile app
  2. Tap on the orange Take me to my return button.
  3. Tap the red TurboTax checkmark on the upper left side of the screen.
  4. Tap on Federal Taxes and then Deductions & Credits.
  5. Tap Charitable Donations Carryover from 2015.
  6. Enter Your Charitable Carryovers, swipe right and follow the on screen instructions.  

 

Related Information:


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