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Get your taxes done using TurboTax
This is for Charles Schwab. I entered the accrued interest per your instructions. On the Form 1099-INT worksheet for Schwab, the Adjustment to Interest section is blank. No box checked, no amount entered. The amount on Schedule B line 1 for Schwab is the same amount as what's on the 1099-INT without adjustment for accrued interest.
‎February 25, 2025
8:14 AM