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Get your taxes done using TurboTax
Thanks for the input. I was able to physically make adjustments in the 1099-Div using additional statements in each box of the 1099-Div. That seems to have worked and the additional statements will print with sch. B. I was also able to make needed adjustments for 1099-R using a negative entry for additional income and indicating it as IRD on line 27. ( Nominee adjustments for ordinary div and interest was straight forward in the program.) My only other source of difficulty is how to deal with the state withholding portion of the 1099-R. Nor straight forward at all to move that, but I did the same thing as for the exempt-interest dividends and hopefully the explanations will be sufficient.
March 13, 2023
1:33 PM