Here’s how it works:
When you donate for 2019 and you can claim a dollar-for-dollar reduction in your Arizona state income taxes:
Gifts can be claimed as direct credits toward your taxes and are dollar-for-dollar, meaning that for every dollar you donate you can get a dollar back from your Arizona state income taxes. You must, however have at least as much in tax liability as you plan to donate.
For example, should you have $1,500 in state tax liability, you can make a $400 gift if you are filing single or an $800 gift if filing jointly, and claim a credit of the total amount. The gift is made directly to the eligible charity in the form of cash, credit or check, then it becomes available as part of your refund from the state when you file your taxes.
You do not have to wait until the end of the year to donate towards this tax credit. A gift can be made any time in 2019 to count toward your 2019 credit. Additionally, you may choose to break your gift into smaller donations throughout the year rather than give the whole gift in one donation.
Remember, the credit for donations made to Qualifying Charitable Organizations is separate from other Arizona tax credits such as the educational tax credits. You may be eligible to donate to both within the same tax year. You can file for the CTC when you file your income tax return for the state of Arizona. Arizona Forms 321 and 301 are necessary to claim the refund (available at the end of the year).
If you have no Arizona tax liability for the current year, you may carry the tax credit forward for up to five years.
For more information call the Arizona Department of Revenue at 800-352-4090, or visit www.azdor.gov.
To view St. Elizabeth's approved status, see page nine of the approved charities list on the Arizona Department of Revenue website: https://azdor.gov/sites/default/files/media/QCOs_2018-10.pdf. The 2019 tax forms will be released closer to tax time. SEHC’s Assigned QCO Code is: 20142. Forms can found at www.azdor/forms. Please consult your professional adviser before making any tax-related decisions.
Make your donation to St. Elizabeth's Health Center (a qualifying charitable organization for this tax credit) by the end of the year. Please allow ample time for donations made by mail.
1. Click Here to donate online
2. Mail your check to:
Attention: Development Department
St. Elizabeth's Health Center
140 W. Speedway Blvd., Ste. 100
Tucson, AZ 85705
3. Donate by phone: (520) 628-7871
Prepare your Arizona state income tax return. You do not have to itemize.
Complete the Arizona Tax Forms and include them with your return.
Please note that St. Elizabeth’s Health Center is providing this information as a courtesy and has verified its validity with the state. However, we are not professional tax advisers. You should always discuss any financial decisions with tax implications with your tax professional.