2017726
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

This years turbo tax used schedule 1040SR. I notice that the final packet did not include schedule B. Is that correct?

where is phone contact? as this interente question community is no where when it comes to explanantion
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

This years turbo tax used schedule 1040SR. I notice that the final packet did not include schedule B. Is that correct?

The 1040SR is exactly the same as the 1040 just larger type for people over 65.

 

You only get Schedule B if either interest or dividends is $1,500 or more.

AlanRT
Returning Member

This years turbo tax used schedule 1040SR. I notice that the final packet did not include schedule B. Is that correct?

I file 1040-SR. TurboTax is not showing Schedule B on the list of forms to be file, even though my interest is $11,999. It also does not include Schedule D nor check the bao that indicates that it is not required.

DaveF1006
Expert Alumni

This years turbo tax used schedule 1040SR. I notice that the final packet did not include schedule B. Is that correct?

According to this IRS link, your return should include a Schedule B because the interest is over $1500. i am not sure why the Schedule B wasn't generated but you may use this link to  Contact Us to contact live support so they can view your screen and address any specific issue. 

 

[Edited 04-29-2021|09:12 PM PST]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
AlanRT
Returning Member

This years turbo tax used schedule 1040SR. I notice that the final packet did not include schedule B. Is that correct?

Problem has been resolved for me. All appropriate schedules are included. My error entirely 

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question