You may need to complete the Investment Income subcategory completely before TurboTax will update your tax liability. You might also want to review your tax summary to get an idea of your taxable income and tax liability. If you are using TurboTax online, to view your tax summary, follow these steps:
- Open or continue your return.
- Select Tax Tools in the left menu (if you don't see this, select the menu icon in the upper-left corner).
- With the Tax Tools menu open;
- Select Tools.
- Next, select View Tax Summary in the pop-up.
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