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Level 1
March 7, 2020
Question

Summary and Download do not agree

  • March 7, 2020
  • 1 reply
  • 0 views

I am using downloaded TurboTax Premier. The imported 1099-DIV is correct but the summary has a much larger, incorrect value.  Shall I delete and re-download?

    1 reply

    Level 15
    March 7, 2020

    Yes, if the amount in the download is incorrect, you should either delete and re-import it, or review it line by line to see what is wrong.

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    VolvoGirl
    Level 15
    March 7, 2020

    Is it just a 1099DIV or did the download include other 1099 like a 1099B?  And when I downloaded mine I got the new corrected 1099 but hadn't got the corrected statement in the mail yet.  So the download was more up to date.  Maybe you can log into your bank or broker account and see if there is another new statement.