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Level 2

Question

In the IRS letter I received they show an amount being reported that is different than what my financial institution has. How can I see what TurboTax pulled in?

Forum|Forum|7 years ago
July 26, 2019
6 replies
63 views

No text available

TurboTax Premier Online

Level 15

Amount for what? Interest, Dividends, Sales? What kind of 1099 did you get?

Level 2

It is the 1099-B. The column that shows the proceeds is a certain amount. For example the cost basis is "$3,733.97" and in the letter from the IRS it says that TurboTax imported the amount as "$3,399". And this is one of 19 examples where each amount that I see is shorted. So my question is where in the TurboTax worksheets can I find how it imported this from them so I can see why it changed all the values?

A

Anonymous

form 1099-B worksheet. the alpha-numeric of the import should be green.

you should also download the 1099-B from the financial institution to see what it has in order to compare to TT and IRS.