Have been using Turbo Tax for many years -- always pleased with its performance.
In 2017 had a Schedule A "Gifts to Charity" carryover of 888,223. This was verified in the Schedule A printout and Carryover Worksheet Turbo Tax provided that year. The correct subsequent amounts have also been shown in the Gifts to Charity section of Schedule A each subsequent year, usually in or about Line 14. Since I've been doing the tax online, your system does not download to me the carryover worksheet, but the carryover amount still shows in Schedule A --with "limited."
This year, however, there might have been a software problem with your carryover software. After I filed, the system downloaded to me a copy of the filing to IRS, including Schedule A -- but there was no carryover amount shown and the amounts in lines 11 and 14 were not correct (to say the least) -- although it did give me the 100% of AGI for the total gifts to charity, so the tax bottom line was OK.
Now I find that the copy of the filing in my computer shows the correct amount of carryover. Can Turbo Tax verify that your system subsequently download a corrected version of the filing to my computer (thus erasing the incorrect copy, but spooky)? Also, could Turbo Tax download to me a copy of the Carryover Worksheet for 2021, please.
Bottom line: it looks like your system will have the correct carryover available for the 2022 tax, but I would like to see the worksheets, please.
THANK YOU very much.
