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Investors & landlords
AliciaP1, thanks again. I am like-minded with you. In fact, before I posted my question, the first thing I did was confirm that TurboTax had entered the OID and INT boxes correctly on the worksheets. Even so —
I still have only two of my five investment accounts listed by TurboTax at the beginning of the review process (as shown in screenshot in my original post); and seven investment accounts listed on my Sched B (whereas, I only have five accounts).
I take it you've not seen this kind of "behavior" from the software before? So then, my theory—my guess about why TurboTax is putting 7 accounts on my Sched B— can't be confirmed by you, as either correct or incorrect? Have I got that right? We just have to leave it at we don't really know why TurboTax is doing that. Am I on the same page as you?
In other words, I should live with the incorrect number of accounts (accept it ,quit sweating it), because it's "likely" that those anomalies don't reflect any substantial or serious problems.
If that's the best we can do, then I guess I have to either roll the dice on "likely"-no-problem, or repost the question and keep grinding the gears, trying to get to the bottom of it.
In any case, thanks for fielding my dilemma. I realize you're a tax expert not a software programmer, so I'm not going to give you a headache about it any further. But if you know anyone at TurboTax who can get me straightened out on this issue, I'd appreciate it if you'd forward my query to them.