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how can I delete a carry forward form in my charitable donations

How can I clear the charitable donations form?
1 Reply

how can I delete a carry forward form in my charitable donations

You can clear the entries by following these steps below.

 

Click the Forms icon at the bottom (or top) of your screen.

In the list of forms on the left, search for "Donations" or "Donations Worksheet."

Once the worksheet is open, you can manually highlight the numbers in the "Carry Forward" columns and hit Delete on your keyboard.

Ensure Schedule 9 (Donations and Gifts) reflects $0 or only the current year's amounts.

 

If the "Carry Forward" keeps reappearing, it’s likely because it was imported from your 2024 or 2025 return.

TurboTax usually has a specific page labelled "Donations made in prior years" or "Carry forward amounts." * Zero it out: If there isn't a delete button, simply change the dollar amount to 0. The software will stop applying it to your current balance.

 

Just a heads up—if those donations are legitimate, carry-forwards are usually a "good" thing! They can be used for up to 5 years (or 10 years for certain types of gifts). If you clear them now, you won't be able to use that tax credit to lower your balance later.

 

Let me know how it goes!

 

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