Deductions & credits

Amy - I figured it out. If you try to enter directly into the correct spot on the 5695, the field is dead instead of referring you over to the worksheet as most other things do. I deleted the form and reinput the numbers when I realized that there were worksheets there, and those work correctly. (Easier to start over than try to correct the form that I had created.)

 

I'm a (retired) CPA and am used to working directly in forms. Honestly, I'm not fond of TT's increasing reliance on worksheets, which basically means inputting the same numbers in a different (non-intuitive to me) spot and then TT transfers them, generally exactly the same way, into a line on the form. Sure there are some instances where this helps ensure that all information is there, but inputting $100 on a worksheet only to see it directly transferred to a single line on the form just doesn't make sense. Just enter it on the form...

 

Would still appreciate it if you could look at the 1099-INT issue also since you have my file. (The ones not marked as estimates, I'm still awaiting some forms on some of them.) I'm unsure what could possibly be happening there - it's just a simple entry on line 1. Otherwise looks like this thread can be closed.

 

Thanks for your assistance. 🙂