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Retirement tax questions
Looking over my 2023 return both interest and divs are shown on my 1040. TT got this information from pulling my forms from Fidelity Investments. I reviewed my 2023 return which was prepared by TT and no Schedule B is showing on the return. It goes from the 1040 and then Schedule D for capital gains. My interest earned was greater in 2024 compared to 2023 but both years were over $10. $10 is the amount over which it needs to be reported, correct?
‎February 16, 2025
11:37 AM