You have me thinking differently now. The program is working. The first form, shows the dividends on line 12 - refund $1146. The next form shows a zero on line 12 exempt dividends and the refund is higher. This does not make sense at first look. Let's go deeper.
- Look at your 1099-DIV box 13, maybe some of it is not exempt due to AMT.
- Social security benefits change the taxable amount due to the increased income
In Forms mode look at the changes and compare:
- check line 2a is correct exempt interest and not on line 2b
- line 6b, taxable social security benefits - is that changing?
- form 6251, AMT - alternative minimum tax, look at line 2g
- form 1040, line 16 - if your taxable income did not go up, it could be a reduction in credit, like EIC or CTC, or it was AMT
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