My total interest & dividends (Line 2b) is less shown as $1,111. However, during the interview, it shows only 2 1099-INTs which total up to $1,004 ($5.34 & $998.43). Since the total amount is less than $1,500, there is no Schedule B or worksheet related to it. How do I find out how TurboTax arrived at the total?
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It depends on what version of TurboTax you are using.
In the desktop versions of TurboTax, you can click on Forms mode and look at the forms and worksheets.
In Online TurboTax there is no forms function; the only way to see the worksheets is to pay for TurboTax (if you want to see the current year worksheets), then print the return as a pdf and look through the pdf to find the worksheet that you want to see.
You can also return to the Wages and Income main screen, find the Interest section, and review the amounts entered.
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