Looking at my personal tax return, the Consolidated 1099 Tax Statement from my provider stamps the statement FIGURES ARE FINAL or FIGURES ARE NOT FINAL on each page. I am sure not every provider does that but some years I know not to file until I receive a statement with the FINAL designation.
Are you able to print out the tax returns under each scenario at Tax Tools / Print Center / Print, save or preview this year's return?
If you print them out under each scenario, the difference may jump out at you.
If you cannot identify the difference by looking at the tax return, I would look at the Qualified Dividends and Capital Gain Tax Worksheet (if you have one) under each scenario. See here page 36.
The worksheet can be viewed at Tax Tools / Print Center / Print, save or preview this year’s return / Include government and TurboTax worksheets.
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