Question

DAF (Donor Advised Fund) Contribution

Forum|Forum|2 years ago
March 9, 2024
1 reply
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Where and how do you report or enter your DAF contribution in the TurboTax worksheet? Thx.

To report your Donor Advised Fund (DAF) contribution in TurboTax, follow these steps:

Open TurboTax.
Navigate to Federal > Deductions & Credits > Charitable Donations > Donations to Charity in 2023.
Start or revisit the section.
On the screen labeled “Donations,” select “Yes.”
On the next screen, enter the name of the charity.
Select “Add” next to the stock (if applicable).
Continue with the prompts to complete the entry.

L

lambda13

Can you go into more detail please? It sounds like a DAF will require me to click yes on "I attached conditions on a donation", correct? And that's even after TurboTax telling me to go back and choose "Item" instead of "stock" donation?

R

RobertB4444

> And then it asked me for an address for the "Schwab DAF". Are we doing this right?

Do you know what should be the address of Schwab DAF in this case? Their headquarters? mailing address? our address associated with our account (say my home address)?

Schwab's DAF360 address-

DAFgiving360
P.O. Box 2430
Omaha, NE 68103

Headquarters address:
211 Main Street
San Francisco, CA 94105

@blueberry_r

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