TT25 Deluxe for Mac is not properly handling my imported 1099-INT data.
If I import my Interest data from Fidelity into a new file, everything seems to work correctly. However, if I import this Interest data into “my work in progress” file with my other 2025 data, I can see the Interest data using the 1099-INT “Forms” view and the data is correct. But this Interest data does not roll up to the Schedule B nor the 1040. Due to the amount of interest, it is not a De Minimis issue.
I have deleted the 1099-INT form and re-imported it but TT25 continues to mishandle the 1099-INT data.
If I delete the imported 1099-INT and manually create a new 1099-INT using this same data, TT25 Deluxe properly uses the data and rolls it in the Schedule B and 1040.
Please advise.
