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Retirement tax questions
I have tax exempt interest (from a 1099 INT), tax exempt interest dividends (from a 1099 DIV). and tax exempt OID (from a 1099 OID). They have been correctly entered into easy step and I can see them summarized on the Sch B worksheet but the totals of all this are not carrying over correctly to line 2a of the 1040. That line has a lower amount whose components I cannot derive. Any thoughts on this?
‎January 28, 2023
8:53 AM