1. i was using Turbo Tax online, used it for at least 15 years running now so no rookie.
2. The data was uploaded directly from my online brokerage accounts to Turbo Tax by Turbo tax. No glitches, those uploads are correct in each box of the 1099-DIV (and INT also, btw)
3. The firm's 1099-DIV shows all dividends included in Total Ordinary Dividends 1a, qualified or not, and then broke out the amount that was qualifies separately, in line 1b. There were total div 1a and qualified div 1b on each 1099-DIV, one for each brokerage account.
But the form 1040 only showed the qualified div total for one account. The same error was in the Cap Gains and Div worksheet. Looks like TTax only picked up one account's qualified div.
