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Get your taxes done using TurboTax
What you need to do is review the entries on your tax return one by one and verify that they are correct, especially with regard to your interest, dividends and investment gains and losses. The interest and dividends are listed on schedule B and the investment sales on schedule D and form 8949.
You should do this anyways before you file your tax return. Compare the entries on your tax return with the source documents, 1099 forms,K-1 schedules and other tax documents. If everything checks out then your tax return should be accurate in spite of what may appear on certain summary schedules in TurboTax.
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March 28, 2025
6:17 AM