Imported Values Are Incorrect

Forum|Forum|2 months ago
March 30, 2026
1 reply
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I have a tax return done in TurboTax 2024. Under "Interest and Dividends," it shows a 1099-INT value of $548 and a 1099-DIV value of $5792 for tax year 2024.
Importing that return into TurboTax 2025, in the 2024 comparison column, it shows 1099-INT of $2116 and a 1099-DIV value of $4224 for tax year 2024.
Why don't those numbers match? TurboTax 2025 seems to have altered the imported values.

AmyC

Level 15

While the total is correct, the areas placed are not. The software recategorized $1568 from dividends to interest during the transfer. How the information was originally received may have affected how the program looked at the numbers.

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