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Get your taxes done using TurboTax
I tried the test you suggested and it did correct the problem if I entered any 1099-DIVs that were for both of us and had income from US Government obligations after I had entered (or imported) all other 1099-DIVs. If, however, I entered a "both of us" 1099 followed by a "taxpayer" 1099, the problem was present. I think the order of entry may be the important factor here.
I am able to generate the problem with only manually entered 1099s if I enter them in the "wrong" order.
I haven't done enough testing to know if entering any 1099-DIVs that are for "both of us" last is a workaround in general or only happens to work for the few cases that I tested.
March 9, 2024
7:39 PM