Tax Deductions for Contributions to Charity

by | Nov 14, 2018 | Top Accounting Tutorials | 0 comments

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Tax Deductions for Contributions to Charity

If you donate to a qualified charity or non-profit organization, you might be able to claim the donation as tax deduction on your tax return. For your 2018 return, the limit on charitable contributions of cash has increased from 50% to 60% of your adjusted gross income or AGI. The easiest way to find out if you can deduct your charitable donations is to start a free tax return on efile.com. Based on your answers to the tax questions, we will determine whether or not you can claim the tax deduction on the donations you made to charity during the tax year.

Learn more about charitable contributions and your tax return: 

A deductible charitable contribution is a donation or gift made to a qualified organization. The donation must be made voluntarily and with no expectation of any substantial reward or benefit. Generally, you can deduct any cash contributions you make, and you can deduct the fair-market-value of any donated property, such as clothing, household items, or vehicles. You may also claim a deduction for the contribution of stocks.

Cash Donations

A cash donation includes money contributed by check, credit card, electronic funds transfer, or payroll deduction. The donation cannot exceed 60% of your Adjusted Gross Income (AGI) in order to qualify as a tax deduction. You must obtain a receipt for any amount of money you donate in order for your contribution to be qualified. 

Food, Clothing, and Household Items Donations

You may deduct the fair market value of food, clothing, or household items such as furniture, furnishings, linens, appliances, and electronics. Any donated household item must be new or used but in good condition. There is no fixed method for determining the value of donated items, but if you need guidance, please see IRS Publication 561 – Determining the Value of Donated Property.

Car and Vehicle Donations

You may donate cars, trucks, boats or even planes. The value of your donation will be determined by how the charitable organization uses the vehicle. The organization will provide you with paperwork describing how the vehicle was used and, if it was auctioned, what the selling price was.

A non-profit organization will generally either auction a vehicle, refurbish it and donate it (or sell it to a needy buyer at a vastly reduced price), or make use of it themselves. If your car is sold at auction for over $500, you can deduct the full selling price of the vehicle on your tax return. If your car is auctioned for $500 or less, you can deduct the greater of the selling price or the fair market value. This means you will generally be able to deduct at least $500.

If a car is refurbished and/or repaired, and then given away or sold to a needy buyer, you can generally deduct the fair market value of the vehicle. If the vehicle is used by the organization for other purposes, you may also generally deduct its fair market value.

Donations from IRAs 

If you are 70 1/2 or older and have an IRA, you may directly donate a certain amount of your IRA funds tax free to a qualified charitable organization.

You may not deduct the value of your time or donated professional services. 

If you intend to deduct your donation, make sure you are donating to a qualified charitable organization. The following organizations generally qualify:

Before you make your donation, you may want to check with the organization to make sure they are qualified to receive tax deductible donations. We suggest you use the IRS’s online Exempt Organizations Select Check tool and either:

Search for Qualified Charitable Organizations or Check the Status of Any Charity or Non Profit

Some organizations which may not be listed in the Exempt Organizations Select Check tool include smaller churches covered under large group exemptions, religious organizations and public charities with annual gross receipts of $5,000 or less, subsidiaries and affiliates of entities listed in the Exempt Organizations Select Check tool, and formally recognized Indian Tribal Governments. You may want to double check the qualified status of smaller charitable organizations before you donate. Many organizations lose their tax-exempt status because they do not file the required documents for three consecutive years. Donations to these organizations are no longer qualified as tax deductible. The IRS keeps an updated list of status revoked organizations on their website. 

Organizations That Are NOT Qualified as Charitable

Donations to the following types of organizations are generally not tax deductible:

You may able to claim the following expenses as a tax deduction for charity purposes:

There are restrictions on charitable contributions that relate to documentation and contribution limits. You should keep records of any donation you make, just in case of an audit. The IRS requires you to keep a record of any cash contribution, such as a canceled check, bank statement, credit card statement, or written statement from the charity showing the date of the contribution, the amount of the contribution, and the name of the charitable organization.

If you have made donations by text message, a phone bill will serve as a record of the contribution as long as the bill states the amount, the date on which the contribution was made, and the name of the organization to which you donated.

If the value of a single donation exceeds $250, you must acquire written acknowledgment from the qualified organization. Each contribution counts as a separate itemized deduction.

If your total deduction for non-cash contributions exceeds $500, you must fill out Form 8283 Section A, which efile.com will do for you. If your contribution of non-cash property exceeds $5,000, you may be required to obtain a third party appraisal of the value. If that is the case, you will also have to fill out Form 8283 Section B. Remember that efile.com will generate the correct forms for you during your online tax preparation process.

Learn more about the documentation requirements for charitable contributions in Publication 1771 – Charitable Contributions: Substantiation and Disclosure Requirements.

Limits on Charitable Contribution Deductions:

You can only deduct up to 60% of your adjusted gross income in charitable contributions starting in Tax Year 2018. For appreciated assets (including long-term appreciated stocks or property generally deductible at fair market value) your deduction should not exceed 30% of your adjusted gross income. If your contributions exceed your limits, you may carry over the charitable deductions for a period of up to five years.

You must itemize deductions in order to claim a donation made to a qualified organization on your tax return. When you prepare your tax return on efile.com, we will generate the correct form(s) to use in order to claim your charitable donations based on your answers during the tax interview. 

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