Investment income does not add up per Turbotax: total is about 10K more than what the sum of all form.

The sum of all forms I entered (including 1099-INT, 1099-DIV, 1099-B) is much less than the tally on the summary page. How do I find out the discrepancy?

1182

Expert Alumni

Apr 9, 2025 2:30:53 PM

Print out the IRS form 1040, the IRS Schedule B and IRS Schedule D and compare to the tally on the summary page.

In TurboTax Online, you may print or view your full tax returns prior to filing after you have paid for the software.

View the entries down the left side of the screen at Tax Tools.
Select Print Center.
Select Print, save or preview this year's return.

In TurboTax Desktop, select FORMS in the upper right hand corner of the screen.

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Investment income does not add up per Turbotax: total is about 10K more than what the sum of all form.