brian193
Returning Member

Deductions & credits

yes, i understand that part.  I can do that for the $5000 that Merrill listed as not taxable.

 

But even if i do $10,000 (to account for Merilll and BOA) it only allows a $5000 deduction.

 

My question is more around what i posted.  BOA adding the $5000 to box 1 on my W2, but turbo tax thinks they didnt.  The issue is Turbo tax thinks Merrill and BOA are two separate companies, but they are not.