Shouldn’t all the figures in 1099 worksheets add up in Sched B? I transitioned from Vanguard Mutual Fund to their Brokerage acct this year. I had to enter 1099's from the Mutual Fund acct manually but was able to imported the brokerage acct’s 1099. I see the brokerage acct’s 1099 in the individual worksheets but it is not showing up in Sched B . Why?
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I checked the individual 1099 worksheet and the Payer's TIN and address were automatically entered during the download. Any other suggestions? Thanks!
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