How to Maximize Deductions for Charitable Donations

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  • Опубликовано: 22 ноя 2024

Комментарии • 22

  • @t.h.nguyen5193
    @t.h.nguyen5193 2 года назад +2

    Exactly what I needed it! I appreciated the outline! Thank you!

  • @amarjitsingh4299
    @amarjitsingh4299 3 года назад +2

    We are planning to donate our home to a qualified charity. Home is appraised at $430,000 by a IRS approved appraiser. Will be able to take a tax deduction of only 60% of our AGI ?
    Thanks.

  • @monicaperez-dj9pj
    @monicaperez-dj9pj 3 года назад +2

    this video is great! Is there a video about this for those who do not donate 5000. Is there a smaller scale to this.

    • @JD-hi8qx
      @JD-hi8qx 3 года назад +1

      Standard deduction

  • @krystalevans9285
    @krystalevans9285 2 года назад +1

    thank you for this

  • @antreginald4753
    @antreginald4753 3 года назад

    My friend, concerning charitable donation under standard deduction. I understand the $300 limit. What I am not sure about is the non cash donation. In other words, can I make non cash donation to qualified charities?

  • @antreginald4753
    @antreginald4753 3 года назад +1

    My friend, concerning charitable donation under standard deduction. I understand the $300 limit. What I am not sure about is the non-cash donation. In other words, can I make a non-cash donation to a qualified charity under standard deduction?

    • @RetirementPlanningEducation
      @RetirementPlanningEducation  2 года назад

      No, it needs to be a cash donation to be able to deduct it on top of the standard deduction.

  • @tanbirahmed7647
    @tanbirahmed7647 2 года назад +1

    Nice video

  • @corinarose4955
    @corinarose4955 3 года назад

    Can you make an updated video

  • @ElsaLoui
    @ElsaLoui 2 года назад +1

    I am donating a service from my small business to a nonprofit (character entertainment). What do I need to ask the organization to provide to me so I can fill out the tax forms to deduct it? I have been looking online and can not find an answer and do not want to sound stupid to the organization. We have been in operation for several years and have donated hundreds of hours that we never claimed on our taxes. I want to change that this year. Should I ask for an identification number or something for the form I found on the IRS website? Our services are approximately $100-$500 each time.

    • @RetirementPlanningEducation
      @RetirementPlanningEducation  2 года назад +1

      Unfortunately the donation of time or services is not tax deductible at all. As such, there is nothing you need from the recipient organizations, because it won't affect your tax return either way.
      But if you donate money, securities, tangible goods, etc., then it could be deductible.

  • @BrianClark-yf7op
    @BrianClark-yf7op 2 года назад +1

    I was hoping you would cover carrying forward charitable donations from previous yearss 2020 2018 2018 etc as we are always just under the minimum of 24k - in taxcut I will just enter what I was not able to claim for the last 5 years but did donate to charity and go with it.... I will subscribe and search / ask this same question about carry forward donations on your facebook page. thank you.

    • @RetirementPlanningEducation
      @RetirementPlanningEducation  2 года назад +1

      Hi. You can unfortunately only carry over unused donation deductions for five years. After that, the ability to potentially deduct them is gone.
      Still definitely enter them in your tax prep software so it will keep track of the carrying over from year to year. And in case you do actually get to use them one year (because your itemized deductions end up being larger than your standard deduction), the software will know to apply them. And then the software will also know to drop them off after five years if they go undeducted.

    • @BrianClark-yf7op
      @BrianClark-yf7op 2 года назад +1

      @@RetirementPlanningEducation great info thank you. I’ll plug in 2016-2020 on my 2021 return as I don’t see how I could have gotten credit for it during 2016 to 2020

  • @corinarose4955
    @corinarose4955 3 года назад +1

    Man, its like he is speaking a forgien language that I have only been studying for a year. 😱😫😓😂

  • @larryweiss7203
    @larryweiss7203 Год назад

    You forgot property taxes for a deduction

  • @JD-hi8qx
    @JD-hi8qx 3 года назад +3

    I don't know what's behind you, but I always think it's a toilet tank...

    • @RetirementPlanningEducation
      @RetirementPlanningEducation  3 года назад +6

      I'm good at multi-tasking

    • @JD-hi8qx
      @JD-hi8qx 3 года назад +2

      @@RetirementPlanningEducation 😂😂😂

    • @PaulWallification
      @PaulWallification 2 года назад

      I’d venture to say it’s a deep freezer. Kinda looks like a dryer but I think a deep freezer