@dzc5386 - from what you stated, and that is somewhat limited, here are some thoughts
1) Sounds like you should have received a brokerage statement which should have included Forms 1099-DIV and 1099-B. Sounds like what the brokerage firm reported to the IRS for these forms doesn't match what you have in your 2020 tax return. Did you enter it or import it? did you check the entires (this is what I was refering to as taxpayer error).
2) on the $20 of interest. The Bank was not required to send you a 1099-INT, but you were still responible to report the income. Appears the Bank reported it to the IRS and you don't have it on your tax return.
3) Get out the brokerage tax report you received and compare it to what is on your tax return on Schedule D as well as the on line 3a and 3b for the dividends.
Why didn't Turbo Tax correctly report these? I'd ask the question whether you reviewed what was entered. Turbo Tax is a 'do it yourself' process and it's the user's responsibily to know what was entered.
why didn't the IRS correctly report these? why do you think it's wrong? it likely matches what the brokerage firm told then (which should be the same form you received). The one area where 'wrong' may occur is sales related to purchases prior to 2011. The brokerage firm is unlikely to have the cost basis, so it could have reported "$0". it's your responsility to enter the correct cost basis in these situations.
does that help?
