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TurboTax Support
Intuit

How do I override TurboTax's donation optimization calculation?

TurboTax automatically calculates credits and deductions so that you get the best tax benefit. With charitable donations and gifts, this typically results in all donations being claimed on the return of the spouse with the higher net income.

The tax credit on the first $200 of donations and gifts is at a lower rate (15%) than the remaining balance (29%). When you split charitable donations between yourself and your spouse or common-law partner, you effectively cause the tax credit to be 15% of the first $400, reducing the tax credit. Generally, you can claim all or part of your donations, up to the limit of 75% of your net income. For this reason, it is usually better for the person with the higher net income to claim charitable donations on their return, as they can claim a higher amount.

If you’d prefer to override the optimization, here’s how:

  1. Select Find (or the magnifying glass icon) from the menu.
  2. In the Find window, type donations profile and select Go.
  3. Select the Donation receipts made to a qualified charitable organization not reported on a T-Slip box, then Continue.
  4. If you haven’t already, enter your donation amounts and select Continue. (Note: It doesn’t matter whose return you enter the amounts on.)
  5. On the Donations summary, select Done with donations.
  6. On the Maximizing Your Charitable Donations step, answer Yes to the question Do you want to override the optimization?
  7. Choose how you’d like to override the optimization and select Continue.
  1. Select Find (or the magnifying glass icon) from the menu.
  2. In the Find window, type charitable donations and select Go.
  3. Select the Donation receipts made to a qualified charitable organization not reported on a T-Slip box, then Continue.
  4. If you haven’t already, enter your donation amounts and select Continue. (Note: It doesn’t matter whose return you enter the amounts on.)
  5. On the Donations summary, select Done with donations.
  6. On the Carry forward donations step, select Continue.
  7. On the Split credit with spouse or common-law partner step, enter the amount to override the optimization and select Continue.

Related information:

Do I have to claim charitable donations the same year they were made?

Do I need to submit my charitable donation receipts when I file my taxes?

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