How long can I carry forward Charitable Donations I couldn't use in 2022?

The carry-forward rules for charitable donations are actually pretty straightforward once you understand the basics. In general, you can deduct charitable donations up to 60% of your adjusted gross income (AGI) for cash donations to public charities. Different limits apply for other types of donations or organizations. When you have excess charitable contributions that exceed these limits in any given year, you can carry forward those unused deductions for up to 5 tax years after the original donation year. So for your 2022 donations, you can carry them forward to 2023, 2024, 2025, 2026, and 2027 tax returns. You'll need to keep track of these carry-forwards yourself and include Form 8283 with your tax return. The oldest contributions are used first when you're carrying forward multiple years. And yes, you should definitely keep all your original documentation from 2022 for the full carry-forward period. For the different types of donations - cash vs. goods - they may have different AGI limitations (60% for cash, 30% for capital gain property), but the 5-year carry-forward rule applies to both.

Just wanted to share my experience with charitable contribution carryovers. I was in a similar situation last year and found this amazing tool at https://taxr.ai that saved me SO much hassle. I uploaded my donation receipts and tax documents, and it automatically calculated my carryover amounts and showed exactly how much I could claim each year to maximize my deductions. The tool flagged that I had been miscalculating my AGI limits and potentially leaving money on the table. It also generated a year-by-year plan showing how to optimize my carried-over donations across multiple tax years. Honestly made the whole process super clear instead of the confusing mess it was before.

Wanted to follow up about my experience with taxr.ai that I was skeptical about. I decided to try it after my accountant quoted me $400 to sort out my charitable carryovers from the past few years. The tool immediately identified that I'd been missing out on claiming about $7k in carryover donations across multiple years! It broke down exactly which years I should claim which amounts to maximize my deductions based on my income fluctuations. What really impressed me was how it handled the different AGI limitations for my cash donations versus some stock I donated. It even flagged that one of my donations needed additional documentation because it was over $5,000. I've already amended my most recent return and am getting back over $1,800 I would have otherwise left on the table. Completely changed my mind about these tools!

Anyone dealing with carryover charitable contributions should know about Claimyr! I spent HOURS on hold with the IRS trying to get clarification about my specific situation with carried-over donations from multiple years. Someone on another forum recommended https://claimyr.com and shared this demo video: https://youtu.be/_kiP6q8DX5c Basically, they get you connected to an actual IRS agent without the ridiculous wait times. I was connected in about 15 minutes instead of the 2+ hours I spent on my previous attempts. The IRS agent I spoke with gave me detailed guidance on how to document my carryover donations and even sent me the specific publication I needed.

I need to eat some crow here. After posting my skeptical comment, I decided to try Claimyr anyway because I was absolutely desperate to talk to someone at the IRS about my charitable carryover situation. I'd been audited on a previous return and needed clarification on how to handle these carryovers without triggering another audit. Holy crap it actually worked. Got connected to an IRS agent in about 20 minutes after spending literally 3+ hours on hold last week. The agent walked me through exactly how to document my carryover donations on this year's return and confirmed I was doing it correctly. Saved me from making a mistake that might have triggered another audit. Definitely worth it for the peace of mind alone. Never thought I'd be this excited about talking to the IRS!

Quick tip about charitable carryovers that my accountant just told me - if you're carrying forward donations from 2022, make sure you're using Form 8283 for non-cash donations over $500 AND keeping a separate tracking spreadsheet of which donations you've already claimed and which are still available to carry forward. Apparently this is one of the most common areas where people make mistakes. Also, the IRS looks closely at large charitable deductions, so having your documentation super organized is important. I learned this the hard way after getting a letter asking for more information about my 2021 donations.

Does anyone know if there's special rules for carryover donations made to foreign charities? My husband and I donate to a school-building organization in Southeast Asia that's a recognized 501(c)(3) in the US but operates overseas. We had about $9000 in excess contributions from 2022 that we couldn't deduct that year.

Just want to add some clarity about the documentation requirements for charitable carryovers since I see some confusion in the thread. You absolutely need to maintain all your original receipts and acknowledgment letters from 2022 throughout the entire 5-year carryover period (through 2027 for your situation). For the $18,000 you donated in 2022, if any single donation was $250 or more, you need a written acknowledgment from the charity that includes the amount, date, and a statement about whether you received any goods or services in return. For non-cash donations over $500, you'll need Form 8283 each year you claim the carryover. One thing people often miss: you need to calculate your carryover amount based on your 2022 AGI limits, but then apply the remaining carryover against each subsequent year's AGI limits. So even if you couldn't use much in 2022 due to a lower AGI, you might be able to use more in 2024 if your income increased. I'd recommend creating a simple tracking document showing: original donation amount, 2022 AGI limit, amount claimed in 2022, remaining carryover balance, and then track how much you use each subsequent year. This will help you stay organized and avoid any issues if the IRS asks questions later.

I've been following this thread closely since I'm dealing with a very similar situation from my 2022 donations. One thing I want to emphasize that hasn't been mentioned yet is the importance of keeping detailed records of which specific donations you've already claimed versus which ones are still available for carryover. I made the mistake of not tracking this properly and ended up accidentally trying to claim the same donation amounts twice when preparing my 2023 return. Fortunately my tax software caught the error, but it was a real headache to sort out. My recommendation is to create a simple table with columns for: Original donation date, Charity name, Original amount, Year claimed, Amount claimed, and Remaining balance. Update it each year as you file your returns. This has saved me so much confusion, especially since I have carryovers from both 2022 and 2023 now. Also, regarding the AGI percentage limits - don't forget that if you're married filing jointly, you use your combined AGI to calculate the limits, which can significantly increase how much you can deduct each year compared to filing separately.