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:

1. Open or continue your return.
2. Navigate to the donations section:
   • TurboTax Online/Mobile: Go to donations.
   • TurboTax Desktop: Search for donations and then select the Jump to link.
3. Answer Yes to Did you make any donations to charity in 2024? (even if the answer is no).
4. Answer No if you are 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 2024?
   • If you see Review All Your Charities instead of this question, select Done with Charitable Donations.
6. The next screen will ask Do you have charitable donation carryovers? Answer Yes and enter the info for your charitable carryovers on the following screens.

Tip: Most qualified charitable organizations are 60% limit organizations, which means you'll enter the carryover on the Enter Your Charitable Carryovers screen. Enter 20% and 30% limit organizations on the following screen, Other Carryovers. More information about 60%, 30%, and 20% limit organizations is available at this IRS webpage.