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Retirement tax questions
Go to Wages & Income > I'll choose what I work on > scroll down to Interest and Dividends > Interest on 1099-INT, choose Update.
The page says 'Lets Finish Pulling in your Investment Income'. Scroll down to your bank interest info (click the down arrow to open).
You'll see Edit/Trash Can.
If you're in TurboTax Online, in the left-side menu go to Tax Tools > Tools > View Tax Summary from the pop-up menu. Back at the left-side menu, choose 'Preview My 1040'.
Scroll through your return to see Interest reported on Form 1040, Line 2b and also on Schedule B.
Yes, the display screen for Investments can be confusing as it is mixing Interest, Dividends, Stock Sales, etc. on this page, and the individual items may go on different Schedules, with the totals of those schedules (which may each contain several items) transferring to Form 1040.
Previewing your return is the best way to see this.
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