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Deductions & credits
The system is allowing a partial current appreciated security donation (which appears correct) and a partial use of a prior year carry forward for appreciated securities donations in the exact same amount (which seems erroneous). I already tried deleting and reentering all charitable donation data. I am guessing based on reviewing the worksheet for prior carry forward donations that something is incorrect with the calculation of the use of prior year carry forwards. See previous note from TurboTax team.
March 8, 2022
1:37 PM