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January 12, 2023
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Is there a way to delete the charities I used last year, so my import of new donations doesn't duplicate?

  • January 12, 2023
  • 1 reply
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Best answer by SteamTrain

@4091986 

Well, there is no exact way to do it the way you want...but there is an easy way.

 

This is for the "Online" software (but probably works in desktop too)

_____________________________

Before you enter any charity donations.

1) Log in and open yoru tax file, and go to the Deductions&Credits page

2) Scroll to the bottom of the page and click on "Continue"

3)  I get the following page to easily take out all charities not used:

(but you may see more pages that intervene, depending on what's not in your file so far)

_________________________________________

 

 

1 reply

Katina S
January 12, 2023

Yes there is.

 

  1. Login to your Turbo Tax account.
  2. Select, "Pick up where you left off".
  3. Then select "Deductions and Credits".
  4. When your list of deductions and credits appear, look for the delete symbol (trash can), and delete the information you would like removed.
  5. Then navigate back to the "Charitable Donations" section and select "Import from ItsDeductible Online" to import your current information.

 

January 15, 2023

Sorry, I wasn't clear: I wanted to delete the entire list of charities carried in from the prior year. This is a "bug" in TurboTax, in that the 2021 tax year's charity list is carried in during the initial setup of the 2022 tax year, and then when I import the 2022 amounts from Quicken, the prior list doesn't populate with the new donation amounts for the same charities. I am left with a duplicate list with zero amounts, followed by the new list with correct amounts. TurboTax should either allow me to stop the import of the 2021 list, or properly apply the 2022 amounts to the 2021 charity list. Barring that, there should be a means to mark the entire 2021 list and delete it, rather than having to delete each of the dozens of 2021 charities I have one by one.

SteamTrain
Employee
January 15, 2023

@4091986 

Well, there is no exact way to do it the way you want...but there is an easy way.

 

This is for the "Online" software (but probably works in desktop too)

_____________________________

Before you enter any charity donations.

1) Log in and open yoru tax file, and go to the Deductions&Credits page

2) Scroll to the bottom of the page and click on "Continue"

3)  I get the following page to easily take out all charities not used:

(but you may see more pages that intervene, depending on what's not in your file so far)

_________________________________________

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*