Question

Charitable contributions deduction problems/errors

Forum|Forum|4 years ago
March 4, 2022
2 replies
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I'm having significant issues with Turbotax not correctly reporting entered charitable contribution information (specifically noncash donations and carry forward data) on Schedule A, and it looks to me that the calculation of using current year deductions vs carryforward amounts isn't correct.

Is anyone else experiencing similar issues?

M

mike s2Author

Further to this message, it appears that Turbotax has changed how carryforward amounts are displayed on Schedule A from showing the total amount of the carryforward from prior years to just the amount of the carryforward used in the current year.

But what still seems odd is that when I designate a portion of my cash donations in 2021 for 100% deduction, the software allows use of a portion of the current year appreciated securities donations, along with a portion of the carryforward for appreciated securities from prior years.

This seems odd; I'm not expert, but does anyone know if this is correct?

Turbotax team, can you respond? Wondering if there is a software calculation issue involving the of use of carryforwards and the interplay with the 100% deduction opportunity.

M

mike s2Author

Further to my two messages above, I'm wondering if the problem is with the data calculated as presented in the "Charitable Deduction Limits Worksheet for Carryover Contributions."

Simply put, Turbotax is allowing me to deduct a partial deduction from current year appreciated securities donations as well as the same amount from carry forwards of the same type of donation.

Turbotax team?

R

RaifH

I think to best diagnose your issue, I'd like to see the inputs on your tax return. You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions:

Go to the black panel on the left side of your program and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

D

despenla

@mike s2
Mike,

How did you open this case?

I would like to open a similar, parallel case.

M

mike s2Author

While logged in to Turbotax, I entered questions into the ? tab at the upper right corner. Eventually if you say "that didn't help" to enough questions an option should appear for someone to call you back. I did this a few times but have to say spent at least a few hours in total talking to people who tried to be helpful but didn't understand the topic. They may want to share screens and look at your input which is useless in solving the issue and they can't see a return file if you pull it up.

I would strongly suggest that you simply say that there is a similar case outstanding (INV 18814) and insist on speaking with Marty (last name not provided) a tax expert working on that investigation. That's the best advise I can offer. Maybe someone else has a different suggestion.

D

despenla

Thanks, Mike, for the advice and tips on how to get help with these issues.

After getting in to the details, I have also found errors were in the 2020 return that I did not notice last year.

Thanks for starting your thread.

I have started a second thread (Error in Calculation of Charitable Deduction Limits Worksheet) and am investigating even another problem which may lead to a third one.

Thanks for your help.