should the listed items in investments & savings equal the total?

Not necessarily. You may have investments that are not taxed at the federal level or some not taxed at the state level, or both. You will need to review your brokerage statements to determine taxability.

the total was greater than the listed items.

Typically, the sum of the individual items listed in Investments & Savings should match the total amount reported. If they don’t, here are a few things to check:

1. Missing or Duplicate Entries – Ensure each item has been recorded correctly.
2. Rounding Differences – Sometimes, small rounding discrepancies can cause minor mismatches.
3. Categorization Issues – Double-check whether any items were accidentally left out or categorized elsewhere.