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January 28, 2022
Question

Since my filing status is married filing jointly, why does box 12b on the federal 1040 form show $300?

  • January 28, 2022
  • 1 reply
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1 reply

DoninGA
Employee
January 28, 2022

The problem appears to be that a charitable donation was entered in the Deductions and Credits section of the program when you are only eligible for the Standard Deduction.

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Scroll through the all the forms, schedules and worksheets listed and delete all the Charitable Organization forms listed.

When completed with removing forms click on Continue With My Return at the bottom of the list.

 

Click on Federal on the left side of the screen

Click on Deductions & Credits at the top of the screen

Scroll down to the bottom of the page and click on Wrap up tax breaks

 

Continue through the screens.  After the screen showing that you are getting the Standard Deduction the following screen is Charitable Cash Contributions under Cares Act.  Enter $600 if filing Jointly or $300 for all other filing status'.  The federal review and the Final Review should no longer show an error for the charitable donation.

January 29, 2022

Thank you for the detailed answer, but to be honest, I want the charitable deductions I entered to carry over to my state return. It seems to me that the TurboTax software should recognize that the standard deduction was used and our status is married filing jointly, and the $600 charitable deduction should be assigned. I'm unable to change the current $300 figure to $600 on the form. Any other suggestions? Thanks for your help.

January 29, 2022

When you run the review and it gives you an error go to Fix Error and look at number in very top box of form. It should have a number in there, likely $300. Enter $600 there instead and you should be able to get the $600 credit with the other charitable contributions listed. I’ve seen it with a few customers and it helped get the correct deduction with the others rolling to state return