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Level 1

Question

Schedule B Entries

3 replies
55 views

My entries for Interest and Dividend income have been transferred to Schedule B incorrectly. Subsequently, these erroneous figures are posted incorrectly on Lines 2b, 3a, and 3b. The result is an increase of Taxable Income. I am also concerned that there are more errors within my tax return.

How can this be resolved?

Level 15

Which Line numbers on the Form 1099-INT and 1099-DIV are you referring to?

Go to the Form 1040 instructions for the Form 1040 Line 2a, 2b and 3a - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=25

Level 15

haven't seen others reporting schedule B issues. can you provide more details because those entries on the forms come from your entries into Turbotax. the only thing Turbotax may do incorrectly is allocations when you enter adjustments like for nominee.

Mike9241

Level 15

Don't file with incorrect amounts on Schedule B.

@lauraangelides