Skip to main content
Level 5
March 14, 2026
Solved

Claiming donations carried back from Estate

  • March 14, 2026
  • 1 reply
  • 7 views

I want to refile a 2024 T1 return to include donations made by a Graduated Estate Trust after the date of death.

 

Such donations are not restricted by 75% of net income on the 2024 return

 

I cannot find any spot to input these so that the software does not restrict them

 

Can tell me how I should be doing this, without over riding the software?

 

Thank you

Larry Hancock

Best answer by dlarryhancock1

SOLVED

 

The problem was not the software allowing only 75% but rather that the software was intelligent enough to realize that only a certain amount of donation credit claim was necessary in order to reduce taxes to zero

 

I should have noticed *sigh*

 

Larry Hancock

1 reply

dlarryhancock1AuthorAnswer
Level 5
March 16, 2026

SOLVED

 

The problem was not the software allowing only 75% but rather that the software was intelligent enough to realize that only a certain amount of donation credit claim was necessary in order to reduce taxes to zero

 

I should have noticed *sigh*

 

Larry Hancock