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Get your taxes done using TurboTax
from what've seen on this there is not much you can do other than go back thru the 1099s with the accrued interest and make sure everything is input correctly and check for things such as all of the accrued was for taxable interest not muni, if you have a brokerage 1099 with both you need to split it up as you can't specify what box the accrued is for. also check that the accrued was not larger than the interest, you can only apply accrued interest if you had the coupon payment and carry over the rest (offline) til next year (e.g. you buy a bond in December with accrued interest that doesn't pay til January).
March 16, 2025
3:58 PM