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Video: Charitable Tax Deductions: How to Save on Your Taxes

Written by a TurboTax Expert • Reviewed by a TurboTax CPA

Updated for Tax Year 2024 • October 16, 2024 2:14 AM

OVERVIEW

Knowing the IRS rules behind charitable contributions can help you save money. Lisa Greene-Lewis, CPA and TurboTax tax expert, explains what you need to know.

TABLE OF CONTENTS

Video Transcript

Video Transcript

[00:00:00.00] [MUSIC PLAYING]
[00:00:04.92] TRACY BYRNES: So one of the beauties of post-pandemic is that so many people are so charitable these days. And we see it in all corners of our fine Earth. But how do you get a deduction back for that? How do you get a little credit from Uncle Sam for being so generous?
[00:00:18.69] Well, you can. Lisa Greene Lewis, CPA and TurboTax expert is here with us right now. Lisa, look, people have been very kind and generous over these last few years. But I think they often forget about some of the things they do. So what are some of the charitable things that people have done that they forget to deduct on their tax return?
[00:00:37.44] LISA GREENE LEWIS: Yes, so if people are volunteering, that's one that they need to think about for the mileage that they drove to volunteer. They get $0.14 per mile. You don't get the hours. There's no hourly rate for volunteering. But definitely include your mileage, any supplies that you donated to the charity. Even travel can be deductible. Like, if you traveled to another state to help with a disaster or anything like that.
[00:01:07.20] TRACY BYRNES: We were talking off camera about donating the casserole to the church. But there's always bake sales and there's things like that. And people often forget that the ingredients in all that stuff can be deductible.
[00:01:18.13] LISA GREENE LEWIS: Yes, that's right. Any ingredients, anything you make, or any type of supplies that you provide for the charity would be deductible.
[00:01:29.23] TRACY BYRNES: So there's obvious charitable donations, right? You write a check. You put a check in the basket at church. You get receipts back. What kind of documentation do you need to prove to the IRS that you were, indeed, generous?
[00:01:41.67] LISA GREENE LEWIS: Yes, so if it's $250 or more, you should get an acknowledgment from the organization that you contributed to. And then you also want to make sure that it's a 501(c)(3) organization. That's one that's recognized by the IRS as a charitable organization.
[00:02:03.06] TRACY BYRNES: Which brings us to all these GoFundMe accounts that have been opened over the years, and for very good causes. But sadly making a contribution to them is not a deduction, is it?
[00:02:14.43] LISA GREENE LEWIS: No, it's not. Not if they're not recognized as a 501(c)(3) organization. It would not be, unfortunately.
[00:02:23.37] TRACY BYRNES: So Lisa, what if over the course of the year we donated clothes to charity or even small furniture, how do I know what amount to take on my tax return?
[00:02:34.70] LISA GREENE LEWIS: Yes, so we have Turbotax Deductible. And that will value and track your charitable contributions year round. And then that information imports into your tax return so you don't have to worry about individually typing everything in.
[00:02:51.98] TRACY BYRNES: There are definitely websites. TurboTax could help you with this. But make sure when you do make a donation to an organization you haven't heard of-- we all know the Red Cross, the American Cancer Society, things like that. But if it's an organization you don't know well, be sure to check it out before you take the deduction on your tax return. Lisa Greene Lewis, TurboTax expert and CPA, thank you for all of that.
[00:03:13.91] LISA GREENE LEWIS: Thank you for having me.
[00:03:14.89] [MUSIC PLAYING]

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100% Accurate Calculations Guarantee - Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement for details.
Maximum Tax Savings Guarantee - Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Desktop Business license purchase price you paid. Additional terms and limitations apply. See License Agreement for details.
Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.
TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees may apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.
Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
Average Refund Amount: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.
TurboTax Technical Support: Customer service and technical support hours and options vary by time of year.
Deduct From Your Federal or State Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.
Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.
Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees may apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.
Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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