SimpleTax Help

Why don’t my donations appear on Schedule 9?

If you’ve reported amounts in the Donations and Gifts section that aren’t appearing on your Schedule 9, it means you don’t get a tax benefit from claiming them this year. The optimizer has carried them forward to a future year instead.

If you would rather claim them this year:

  • go to the Summary section,
  • expand the Optimized Credits & Deductions table,
  • enter the amount you want to claim this year, and
  • lock it in by clicking the lock icon on the right.

You can see the unused amount in the Unused Amounts Available to Carry Forward table.

This post only applies to 2016 and later versions of SimpleTax.