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the difference between cost basis and proceeds, usually referred to as Accrued Market Discount, is generally taxable as ordinary income (entirely ordinary income if you hold to maturity; if you sell prior to maturity there could be some amount of gain in excess of the AMD at time of sale, depending on the market price).  AMD will be reflected in Box 1f which reduces your gain when input to Form 8949 (adjustment in col g) and is reported as income on Schedule B.  For Treasury Notes this is separate from the coupon interest which will be reported on 1099-INT Box 3.   If you have AMD sales on 1099-B it's best to input them to TT as "one by one" with the details (same with wash sales and non-covered securities), if you make adjustments to sales summaries it will trigger the need to mail the 1099-B to the IRS.  The other issue with AMD is it will not be reflected as exempt on your state return due to ambiguities in tax code interpretation (there is nowhere in TT to indicate the AMD relates to a US Gov Obligation), if this is an issue we can get into more details.   For T-Bills there are probably some different ways brokers may report them - the simplest is just on 1099-INT Box 3 as interest and nothing on 1099-B.  If they report them as Proceeds/Cost/Gain and AMD on 1099-B instead then there shouldn't be anything on 1099-INT.   Bonds held directly won't generate a 1099-DIV that will only be for Money Market funds where you have to specify the amount of Box 1 that related to US Government Obligations to get the state exemption.   Haven't followed this whole thread, but generally you shouldn't have to 'adjust' anything, brokers should certainly not duplicate reporting of interest; by inputting the 1099-B as provided with Box 1f, TT will take care of the calculations required for Schedule D and B.   If you have more specifics that may be helpful, what the CUSIP is and what amounts you are seeing if there is still confusion between what is on 1099-INT and 1099-B.

Yes, if you received the Advanced Premium Tax Credit, you must file a tax return to reconcile your credit or you will lose your eligibility for the current year.  You will enter zero for your modified AGI.  

Thank you. When we settled, we had to estimate our capital gains tax at a rate of 6.6% and deduct from our sale proceeds. We are getting a substantial refund due to that estimated payment we made, and I want to ensure it's correct.

Thanks Amy.  To clarify, I was not renting part of my home.  This was a rental that was previously my home and then converted to a rental property part way through the year.  Based on the screenshots it looks like the desktop version is more comprehensive, but there isn't an option to do the math yourself on the Live version as far as I can tell.  Does the live version default to automatically prorating real estate taxes and mortgage interest?

No, you should enter your K-1's as received in your Federal return.  Here's more info on Entering Form K-1.     If you had Oregon income or paid tax there, in the California interview, you can make adjustments for those amounts that don't belong to CA.   @plawlor78   

Yes, if it is the same business, you will report all activity for your sole prop and SMLLC on the same Schedule C, just adding the LLC information in the business info section.     If you have a few minutes to review Single member limited liability companies, it may provide some insight from the IRS.