That workaround is not working in my case.
"Your income and expenses" summary is still ignoring the info from 1099-INT.
According to ChatGPT:
TurboTax isn’t simply adding all your numbers together—it’s grouping them by how they’re used on your return. In your case, the –$X is the net result from the dividend income and the capital loss from your stock sales, not a sum that includes your interest income.
Here’s what’s happening:
• Your 1099-DIV shows $Y in dividend income.
• Your 1099-B shows a –$Z loss from stock sales.
When TurboTax nets these two amounts, you get –$X (since Y – Z ≈ –X).
The interest income from your 1099-INT ($W) is reported elsewhere (typically on Schedule B) and isn’t combined with the capital transactions. This is why the summary for “Investments and Savings” shows –$X even though your detailed screens list higher income from interest.
In short, that –$X is TurboTax’s way of showing the net impact of your dividend income and your stock loss, while your interest income is handled separately on your tax return.
Is it true?
