SimpleTax Help

Why don’t my donations update my refund/balance?

After you’ve checked and optimized your return, any changes you make to the Donations & Gifts section won’t be reflected in your refund until you:

  1. check & optimize again, or
  2. change the amounts in the Review section.

You’re allowed to carry-forward donations for up to five years, so if you don’t get a benefit from claiming them this year we don’t want to you to inadvertently use them up!

When you click the Check & Optimize button, we run through hundreds of calculations to determine just how much you should claim this year and whether you should carry your donations forward to a future year. You’re still in control, so before you submit your return you can review and change how we’ve allocated the amounts.