For 2020, a 60% of AGI limit applied and TurboTax Premier calculated the amount over 60% in a worksheet but did NOT reduce my charitable contributions accordingly for Schedule A. As a result it figured too high a tax refund for me for the 2020 year and the IRS sent me a string of CP12 responses, delaying my refund by almost a year in the process. I had called and talked with someone at Quicken about this while IRS letters were coming every two months that stated more time was needed to resolve the matter. Quicken's guidance: file with TurboTax 2021, expecting the issue to be fixed in TurboTax 2020 by then and the charitable giving carryover to be applied to the 2021 tax year. But any updates to TurboTax 2020 did NOT fix the problem, so the charitable giving over 60% in 2020 did NOT carryover to Schedule A for 2021 and I'm having to add the information to my tax return myself outside of the supposedly "step-by-step" assistance. NOT what I expect from a "premier" product.
