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enonymous
New Member

Imported Values Are Incorrect

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.

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1 Reply
AmyC
Employee Tax Expert

Imported Values Are Incorrect

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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