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March 13, 2023
Question

If I have a charitable donation receipt for $1000. Can I actually split it between me and my spouse for $500.00 each so we can decrease our taxes owing?

  • March 13, 2023
  • 1 reply
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My spouse and I both have taxes owing, but if i split the charity donation - it will eliminate that tax owing for both of us.

    1 reply

    March 14, 2023

    Please follow the below steps on how to split the charitable donation with your spouse:

    Instructions for TurboTax Online

    1. Select Find (or the magnifying glass icon) from the menu
    2. Enter donation profile and select Go
    3. When you get to the Maximizing Your Charitable Donations page, there is a question asking if you want to override the optimizer. If you select yes, then “Manually enter the amounts you want to claim?” then you can enter what amounts you want each spouse to claim.

     

    Thank you for choosing TurboTax. 

    jazzyb_26Author
    March 14, 2023

    Thank you Guriraji for your response!

     

    I did come across that, but was wondering if you could clarify the relationship between the two line items when you opt to manually enter the amounts you want to claim:

     

    - Maximum Donation amount you can claim

    - Donation amount you want to claim this year

     

    Can Donation amount you want to claim this year be greater than what is listed as the maximum donation amount you can claim?

     

    Thanks again for your insights.

    jazzyb_26Author
    March 14, 2023

    Actually - I have just tested it - it can't be greater than.

    So, I am still uncertain how I can split it using the override option.