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CDM523
Returning Member

My 2023 1040 shows incorrect total interest amount. How do I find out the detailed calculationsworksheet?

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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1 Reply
MonikaK1
Expert Alumni

My 2023 1040 shows incorrect total interest amount. How do I find out the detailed calculationsworksheet?

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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