TaxFiler17
Returning Member

Get your taxes done using TurboTax

Thank you for your response.  Would you mind clarifying something?  When you say, "change the 1099 to remove it from Box 1 and put it in Box 3", do you mean ask the brokerage firm that produced the 1099 to change it?  or do you mean enter the data into Turbotax so that the interest is moved from box 1 to box 3? And when you say, "input a separate 1099-INT for it.", does that mean enter the amounts in Turbotax so that one 1099-INT entry has nothing in box 1 and the US treasuries in box 3, and a second 1099 entry in Turbotax has nothing in box 1 and US Agency bond interest in box 3?  

 

Also, I am concerned that the uploaded 1099 will differ from the Turbotax entires and the tax forms that get produced.  Thank you.