Thanks for the additional comments/insight. After several phone calls trying to get help, I did speak yesterday with a Turbotax tax expert (Marty) and he understands my specific issues noted above. I am expecting to hear back from him.
It sounds like a comprehensive review of the Turbotax charitable deduction carryover worksheets/process is in order.
Turbotax team, please make sure Marty (re: INV 18814) is informed of the additional comments noted above. Thanks.
