Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 

What is the purpose of the "Optimized donation amount to claim"?

 
1 Reply

What is the purpose of the "Optimized donation amount to claim"?

The "Optimized donation amount to claim this year" is the amount that TurboTax thinks you should claim. If you do nothing, this is also the amount the program will claim for you. If you want to change the amount, you can answer "Yes" to "Do you want to override the optimization?" and set a different amount. If you have a spouse/partner, you can also change the amount that you are transferring to their return.