Hi @AmyC
They were imported from my Quicken program, not out in the wild. This is why I'm thinking I need someone with some technical as well as Turbotax support. I'm wondering if it's something in the import from Quicken to Turbotax that's created the categories issue, unless, somehow I have the category for charity incorrect? For donations given through checks or credit card as Schedule A: Cash Charity Contributions.
Both the Turbotax and the Quicken are updated to the latest available. This is my first foray into using Turbotax. I chose the 2016 as all Quicken entries are checked as correct and am using the tax schedules from the CPA's forms on that year's set of taxes, to make sure all is correct for the following years taxes. Have the TT for the years up to 2019, too, so I can get all caught up.
Thanks for the Forms mode advice! Did not notice until you pointed it out! Will add into that for now. Does the program allow to go back & forth between the two? I did notice the questions in the auto part had more tax deductible options/entries than the ones the tax preparer offered, so am very intrigued on how it will all turn out!
Thanks,
Tina
