It would be helpful if TT included the worksheet in with the rest of the return documents. Also it would be nice if they included copies of any worksheets used during the process.
I took the liberty of using the qualified dividends and capital gains worksheet using the numbers from the TT version of 1040-SR and it looks like that's where the $3952 tax due amount came from. It looks like I have to stand corrected and I will assume that no further action is needed unless I hear from the IRS. I do wonder tho how or why the 1099-B numbers from the M-L brokerage weren't itemized and ended up on the LTCG section of schedule D. The itemized trades for M-L also did not appear on the 8949 form. The correct amount of capital gains was imported so something went right.
