Can you help explain why my 1099-INT total shows $10k higher than the listed entries added up? I checked the Interest Income section and Delete Forms — nothing matches.

The Investments and Savings section shows a number $10k higher than the detailed entries added together under that section.

595

Expert Alumni

Apr 13, 2025 5:58:14 AM

I suggest you look at your tax return Form 1040.

You can preview your tax return by going to:

On the menu bar on the left that shows.
Select Tax Tools
On the drop-down select Tools
1. Tip: If you don't see the dropdown for Tools,
2. Minimize the federal and state options using the down arrow.
On the popup menu
Select View Tax Summary
On the left sidebar
Select Preview my 1040.
Interest is on line 2
Schedules 1,2 & 3 are included if you scroll down past your 1040.
To return to the entry screens press Back on the sidebar.

Some key numbers on your 1040 tax return are:

Line 9 - Total Income

Line 11 - AGI

Line 15 - Taxable Income

Line 24 - Total Tax.

Line 25 d - Withholdings.

Line 26 - Estimated tax payments

Line 27 - Earned Income Credit

Line 33 - Payments including Credits.

Line 34 - Overpayments.

Line 37 - Tax owed.