Yes, I researched this issue prior to this post, of similar Line 2a issues but all the posts seem to date back to 2020 or before and do not seem to help or apply here. I am using an installed 2023 Turbo Tax Premier Version, not Online.
In looking at the Data Source, it Says "1040/1040SR Wks : Tax Exempt Interest: From Interest Income Smart Worksheet (Schedule B), tax exempt interest, plus Exempt-Interest Dividends Smart Worksheet (Schedule B), plus tax-exempt interest from Schedules K-1 for Partnerships, S Corps, and Estates & Trusts,
MINUS adjustments to tax-exempt interest from Forms 1099-INT and 1099-OID Worksheets.
Well in my return, I do not have any additional Exempt-Interest Dividends and this description is pretty weak.
My example is pretty simple and not complicated. Among multiple Financial accounts that I have, I only show ONE Account having Exempt-Interest of $14,700 and with a Bond Premium of $1,911.35 (which a prior issue said to substract). Therefore with a Line 2a showing $7,463, my calculated difference ($14,700-$1,911.35)-$7,463) is 5,325.65. In looking at everything, I do not see anything that allows me to back into this figure.
