My wife and I each receive a separate 1099 from Schwab. Turbotax imports both 1099 documents into the product and I can see all of the interest and dividend numbers in Turbotax. However, it only puts the interest and dividends from one of the 1099's onto Schedule B so that I am understating my income. I don't understand why it doesn't put the interest and dividends from both 1099's onto Schedule B. I decided that my only solution was to manually change the numbers of the first 1099 to reflect the combined total of both 1099's (for both dividends and interest). When I did this, Turbotax put the second 1099 onto Schedule B. This was very strange. So now I was overstating my income. I had to manually change the amount of the first 1099 back to its original amount. There is clearly a bug in the software and Turbotax should fix it.
