Thank you for your prompt response. However, the EE Bond excludable interest, which is listed on schedule B, line 3, is not the same as tax-exempt interest, which on Box 8 of 1099-INT. Therefore, I don't have any value in line 2a of 1040 as tax-exempt interest.
So as an example, what I have is:
line 2 of schedule b: 3000
line 3 of schedule b: 1000
line 4 of schedule b: 2000
line 2a of 1040: 0
line 2b of 1040: 2000
line 3 of social security worksheet: 3000 (should be 2000)
line 4 of social security worksheet: 0
