Thank you for the reply.
To clarify, I am using the Desk Top version, not the Online version. The website is defaulting to Online even though I select Desk Top.
Being retired, my tax return is normally pretty straight forward.
After importing the 1099 from Fidelity, and seeing the change to my refund, I deleted the 1099 and entered the 1099 information manually. It was when I entered the figures into Line 12 of the 1099-DIV form that the refund changed.
Entering $x,xxx.00 into Line 11 made no difference to my refund. Entering $xxx.00 into Line 12 triggered the decrease to the refund in the amount of $xxx.00 (5 times the amount in Line 12).
As far as I can tell, the amount from Line 12 is included in the total for Line 11. There is also a 1099-B that reports more detail of the Invesco transactions. I am concerned that TT may be double or triple counting (Line 11 + Line 12 + 1099-B) the amount from Line 12 even though Line 12 is for AMT calculation only.
Is it possible to open a Ticket so that the program code can be examined and tested?
