My 1099 interest income total doesn't show up in "Your income and expenses." The total is in the 1099 section.

[patrick-moody5]

The total is in the 1099 section, but in the "Your income and expenses" section, where the total should be, it says "Needs review" in red.

[SamS1]

Go back into the 1099-INT summary and open up the 1099-INT.   Click on the box "My form has info in other boxes" even if it does not.  Continue then "none" to uncommon situations.  That should clear it.  If not, delete the 1099-INT and re-enter it manually.

The 1099 Series are informational reporting forms submitted to the IRS by third parties. The IRS then matches the form information to your tax return to insure all income is reported and taxed. If you do not include a 1099 received from a third party on your tax return, you will receive a notice from the IRS asking why. This is the CP2000 matching notice. If you receive this notice from the IRS, make sure and respond by the date indicate on the notice.

[patrick-moody5]

That worked.  Thank you very much for your assistance.

[palfonso2]

That workaround is not working in my case. 

"Your income and expenses" summary is still ignoring the info from 1099-INT. 

According to ChatGPT:

TurboTax isn’t simply adding all your numbers together—it’s grouping them by how they’re used on your return. In your case, the –$X is the net result from the dividend income and the capital loss from your stock sales, not a sum that includes your interest income.

Here’s what’s happening:

• Your 1099-DIV shows $Y in dividend income.
• Your 1099-B shows a –$Z loss from stock sales.

When TurboTax nets these two amounts, you get –$X (since Y – Z ≈ –X).

The interest income from your 1099-INT ($W) is reported elsewhere (typically on Schedule B) and isn’t combined with the capital transactions. This is why the summary for “Investments and Savings” shows –$X even though your detailed screens list higher income from interest.

In short, that –$X is TurboTax’s way of showing the net impact of your dividend income and your stock loss, while your interest income is handled separately on your tax return.

Is it true?

[MarilynG1]

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.  

@palfonso2 

[palfonso2]

The "Your Income and Expenses" summary did not include the information from my 1099-INT immediately after completing the "Income and Expenses" section.

Similarly, when using the "Preview my 1040" tool, Line 2b (Taxable Interest) was blank, indicating that the interest income was not reflected at that stage.

Despite this issue, I chose to move forward. It wasn’t until the "Review" step that the taxable interest finally appeared. This behavior suggests a potential bug in TurboTax, where interest income is not displayed in summaries until the final review process.