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New Member
posted Mar 7, 2020 9:42:36 AM

Summary and Download do not agree

I am using downloaded TurboTax Premier. The imported 1099-DIV is correct but the summary has a much larger, incorrect value.  Shall I delete and re-download?

0 2 332
2 Replies
Expert Alumni
Mar 7, 2020 9:58:24 AM

Yes, if the amount in the download is incorrect, you should either delete and re-import it, or review it line by line to see what is wrong.

Level 15
Mar 7, 2020 10:04:39 AM

Is it just a 1099DIV or did the download include other 1099 like a 1099B?  And when I downloaded mine I got the new corrected 1099 but hadn't got the corrected statement in the mail yet.  So the download was more up to date.  Maybe you can log into your bank or broker account and see if there is another new statement.