ThomasM125
Expert Alumni

Investors & landlords

Schedule B would be required if you had over $1,500 in interest or dividend income for the year.

 

I suggest you look at the Form 1040 to see if the interest and dividend income is reported properly there on lines 2 and 3. If those lines are correct, it is hard to imagine how Schedule B could not include those amounts, as that is where they would come from. If those totals are incorrect, you will have to review the interest and dividend entries you made to see if anything is missing or wrong.

 

To view your form 1040 and schedule 1 to 3:

 

  1. Choose Tax Tools from your left menu bar in TurboTax Online while working in your program
  2. Choose Tools
  3. Choose View Tax Summary
  4. See the Preview my 1040 option in the left menu bar and click on it
  5. Choose the Back option in the left menu bar when you are done 

 

 

 

 

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