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Deductions & credits
I used the Turbo Deluxe edition and could not figure a way to add misc comments to the interest transfer.
It may not be correct but I finally ended up showing the adjustment as part of the bank name on schedule B.
I changed the bank name to: BankName-Post death $xxx trf to Trust EIN xx-xxxxxxx That printed out and explained why the interest reported on Sch B was less than the 1099 issued. The return has been processed refund issued, and no questions yet.
‎April 18, 2025
2:32 PM