Investors & landlords

@certainly3 

 

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.