FYI for anyone following this thread. I sent in a paper return. I called Turbo Tax to see if they could figure out what was wrong in the Turbo Tax or IRS calculation. I had already downloaded my tax transcript. Between the TT rep and myself and the "hint" on the IRS letter that was sent noting a discrepancy, we figured out that IRS made a transcription error when entering my qualified dividends. I was able to look at my tax transcript and see that the number they entered was in error. I sent them copies of my 1099s, copy of the original return and copy of the tax transcript. They corrected the mistake and sent me the balance of my refund.
Tax transcript was key to seeing what was wrong, looking at the documentation to know where to look on the transcript was key. The "two heads are better than one" process was invaluable. Thank you TT support.
