What I am trying to point out is that there are inconsistencies with amounts that have actually been entered and some of the summary/history screens/forms.
1. The tax return appears to be correct. Form 1040 appears to be correct.
2. The "Your Total Income" amount displayed on the EasyStep Federal Taxes tab, Federal Review sub-tab summary screen does not "includes everything you entered, taxable or not." as stated. In my case, the amount shown for "Your Total Income" is LESS than what was actually entered. The amount it is off does not match any individual or combination of income entries. No idea how the amount was calculated.
3. To add more confusion, the Tax History Report shows "Total Income" as the amount from Line 9 (total income) or Line 11 (adjusted gross income) of Form 1040. The inconsistency here is that Line 9 or 11 are adjusted after non-taxable income has been deducted (such as only including the taxable amount of Social Security benefits vs. the entire amount of SS benefits, and also adjusted for Capital Losses in my case).
In summary, 1) the actual amount of income entered, 2) the Total Income on the Federal Review summary screen, and 3) the Total Income on the Tax History Report all have different values. The confusion comes from a) all these fields being labeled as "Total Income", b) an unpredicted amount being shown on the Federal Review summary screen, and c) "The summary in TurboTax includes everything you entered, taxable or not.", when in fact it does not.
Again, calculations on Form 1040 appear to be correct.
Hope this clarifies the concern.
