I have the desktop version of TurboTax premium. There is no black left panel with Tax Tools. Instead I went to top black panel and chose the Online Menu and selected Send Tax File to Agent and got the code 1205737. Please help explain why the 1040 amount for Tax exempt interest is shown as $9732, when the 1099-INT shows it as 18713. The case I logged with phone rep was closed without resolution. I was advised to reimport 1099s or manually adjust amount. I dont want to do that as that requires me to delete multiple 1099s from the same broker and I will then have to rework on all of them. Also Turbotax guarantees taxes will be done right, so I dont want to make manual adjustments to imported data.
