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Retirement tax questions
@JohnB5677 Thanks for taking the time to reply.
I realize not that I wasn't clear in my question. I apologize.
I do understand that the summary shown includes not just dividends but also interest income, long term capital gains, short term capital gains. What I meant was that by drilling into the details (by clicking the Edit/Add button) and adding each individual item listed I don't arrive at TurboTax's summary total. The only way I arrive at that number is if I "double count" 1a & 1b from the 1099-DIVs I have listed.
‎February 26, 2023
9:36 AM