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How do I split charitable donations between myself and my spouse?

TurboTax applies credits and deductions so that you receive the best tax benefit. With charitable donations and gifts, this occurs when all amounts are claimed on one return.

The tax credit on the first $200 of donations and gifts is at a lower rate (15%) than the 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.

However, if you wish to split the charitable donations, follow the instructions below.

 

Split Donations: EasyStep Interview

 

  1. At the top of the screen, select the Personal Profile tab.
  2. On the second Personal Profile screen, answer Yes to the question "Did you make donations to a charity or political party?"
  3. Select all the checkboxes that apply and click Continue.
    If you have donations that are not reported on a T4 or T4A slip, select the I have donations from this year to claim or carry forward to a future year checkbox, and then the I made donations to a qualified charitable organization checkbox. You will split the donations in the Deductions section of the interview.
  4. On the Charitable Donations Claim screen, enter the amount you would like to claim on your spouse's return, then click Continue.

 

Split Donations: Forms method (CD/Download only)

 STEP 1: Enter donation receipts

  1. From the View menu, choose Tax Info Slips (T-slips).
    The T-slip entry window opens.
  2. On the left side of the window, click Receipts.
  3. In the Receipts list, click Donations.
  4. Enter all your donation receipts.
  5. Click Save and Close.

STEP 2: Override amounts on the Charitable Donations worksheet

  1. From the View menu, choose Find Form.
    The Form Lookup window opens.
  2. In the Keyword to search for field, type DON.
  3. In the Forms list, choose Charitable Donations and click OK.
  4. Place your cursor in the Less: Amount claimed by your spouse or common-law partner field, and press F2.
  5. Answer Yes to the question Do you want to override this field?
  6. Enter the amount you want to claim on your spouse's return.
  7. Click the other taxpayer's Name button to open their DONATIONS worksheet. Verify that the split in donations is shown on both DONATIONS worksheets.
  8. Ensure that the total donations claimed does not exceed the total amounts from the receipts you have entered.

 




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