Hi. I don't think what's being done is correct.
Let me put actual $ amounts and see if that is clearer.
1099-DIV
1a $4644
2a $2795
all else $0
1099-B
1d $10670
1e $9691
calculated gain $979
1040
line 3b $4644
line 7 $3774 (which is $2795 from 1099-DIV + $979 from 1099-B)
Schedule B Dividend Income Smart Worksheet includes $4644 in box 1a and $2795 in box 2a and then below it is Part II - Ordinary Dividends which states: "Do not enter data here; use the Dividend Smart Worksheet above." Yet line 5 includes $4644 which is what I believe is actually what is flowing to 1040 line 3b and is incorrect and should be deleted/overridden (and again, another problem I have is that there is no override functionality in my CD version of TT).
Thanks for your continued attention
