@SteamTrain
Another quality reply - THANKS! I went back and selected Edit for my brokerage imported data - which I had done before. I think where I went astray was that I missed the question in the ensuing interview about "I need to adjust these dividends." Eventually that asks me which state(s) are my exempt int-div from? (As I had taken care of that earlier in a work-around by filling in the Form 1099 DIV Worksheet, the data (states & amount) was now already there but I can see that this is the proper way to do it.) I'll take some notes so that I'll know what to do next year.
A bit off topic BUT since this is my first year filing with TT I think I read that somewhere I should be providing my last year's AGI just as a safeguard so that someone else doesn't file and try to get my return. Does that sound familiar? I would welcome someone else filing for me IF they pay my penalty!
Thanks again, @SteamTrain, for all your help - you are a great resource!
Bob
