If you’ve reported amounts in the Donations and Gifts section that aren’t appearing on your Schedule 9, it means you don’t get a tax benefit from claiming them this year. The optimizer has carried them forward to a future year instead.
If you would rather claim them this year:
- go to the Summary section,
- expand the Optimized Credits & Deductions table,
- enter the amount you want to claim this year, and
- lock it in by clicking the lock icon on the right.
You can see the unused amount in the Unused Amounts Available to Carry Forward table.