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Retirement tax questions
I am using TT for Mac Home and Business 2024. My situation was slightly different yet similar.
I imported data from two brokerages, and only one showed up in Schedule B, while both showed up in Schedule B worksheets. Also in Easy Step view I could see figures only from one brokerage, even though when I select to "Revisit" all data on subsequent screens show correctly as entered.
I simply closed Turbo Tax, and reopened it and it finally synced the data between Schedule B worksheet and the actual Schedule B and now everything shows correctly. If I didn't do this, taxes I owe would be incorrect as big chuck of taxes owed from 1099-DIV from one of the brokerage account will be unaccounted for.
Also this version of TT for Mac crashes 100% of time on start.