š§¾ About
The annual tax summary provides a record of the contributions made to your Daffy donor-advised fund during a single calendar year. This document is meant to assist you and your tax professional during tax season. It is not an official IRS tax document.
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ļ»æāYou should always consult a tax professional to understand your specific situation. Daffy does not offer tax advice.
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š On Web
Click your profile avatar in the top-right corner of your member dashboard.
Select Documents from the menu.
Click Tax Summaries.
Choose the year and file type you'd like to download.
š² On iOS
Tap the Tax Summary link below the Donate button.
Choose the year and file type you'd like to download.
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What if I share my Daffy fund with someone else?
When two or more people share a Daffy fund, the fund still has one annual tax summary. The tax summary lists the names of everyone on the fund and shows the fundās total contributions for the year. It does not break out how much each person contributed. Consult your tax professional if you have questions about how to report contributions from a shared fund. Daffy does not offer tax advice.