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My Income Summary for 1099-Div has a Math Error

My Income Summary for 1099-Div has a Math Error

It says the Current Year total for 1099-DIV is $26,182, and it underlines it.

When I click on the hyperlink to view the details, it says the only dividend entered so far is $12,095.

I uploaded my file, and it was assigned token: 144428508-55698696

(It is tedious to have to type that by hand.  Enabling a text copy would be helpful for that.)

This occurred in the TT 2025 Premier edition for Windows.

How can I get the summary total to reconcile with the detail item that was entered?

Thanks for letting me ask about that.

Steve

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2 Replies
MindyB
Employee Tax Expert

My Income Summary for 1099-Div has a Math Error

I have reviewed the token you provided, and your tax return is correct.  There are dividends of $12,905 entered from your 1099-DIVs, which can be matched to your 1040 line 3b.  The total you see of  $26,182 incudes those dividends, plus $13,277 of tax exempt interest that was also reported on the 1099-DIVs as well.  You can see the $13,277 on your 1040 line 2a.

My Income Summary for 1099-Div has a Math Error

Ok.  I can accept that explanation.   You might consider letting the pop-up details box show both kinds of interest that add up to the total.  Thanks.

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