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How do I enter a charitable carryover?

by TurboTax Updated 5 months ago

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 in TurboTax.
  2. In the search box, type donations and then select Jump to donations in the search results.
  3. Answer Yes to Did you make any donations to charity in 2023? (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 2023?
    • 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. 20% and 30% limit organizations are entered on the following screen, Other Carryovers. More information about 60%, 30%, and 20% limit organizations is available at this IRS webpage.

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