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Investors & landlords
First off,
Always print a copy of your completed tax return for your records, and review it carefully before e-Filing.
You will need it if you are audited by the IRS, or to amend if a TurboTax update changes your return or for any other reason,
AND, to find your AGI next year.
The subtotals and the grand totals on Schedule D should match the subtotals on your consolidated 1099-B(s).
UNLESS
you entered other transactions for which you don't have a 1099-B.
In that case, you should do the 1099-B first, double check the results,
then go on to the other transactions.
‎April 17, 2022
3:11 PM