Where is my dividend and interest income?It is not included on the final tax form?

Are you looking on lines 2 and 3 of your 1040? This is where interest and dividends are reported. If the interest and dividends are not taxable, they will be reported on lines 2a and 3a of the 1040. If you are not seeing any interest and dividend entries at all, you may want to go back and double-check your data entry for these forms.

 

Here's how to enter a 1099-INT:

1. Open (continue) your return if it's not already open.
2. Inside TurboTax, search for 1099-INT and select the Jump to link in the search results.
3. Answer Yes to Did you receive any interest income?

• If you see Here's the interest we have so far, select Add interest income.
• On the following screen, select how you want to enter your 1099-INT (import or type it in yourself) and follow the on-screen instructions.

And here's how to enter a 1099-DIV: 

1. Open or continue your return.
2. Search for 1099-DIV and select the Jump to link in your search results.
3. Answer Yes to Did you receive any dividend income?
4. Choose your bank or brokerage from the list to import your 1099-DIV and select Continue or manually enter your 1099-DIV  by selecting I'll type it in myself.
5. Follow the on-screen instructions to enter your 1099-DIV.

Everything is in the proper places.  I downloaded the info from my broker, and it is all there.  1099-INT and 1099-DIV are as they should be. 

What is more weird is that when I first began entering data, I started with a $1250 (or something like that) refund.  There were no numbers anywhere yet. At the end, I had a refund of over $2000, but had only paid something like $1275 on my RMD.   

So your dividend and interest income is still not appearing on your 1040? If that's the case, and you downloaded from your broker, you might want to delete those entries and re-enter the information manually. 

 

Regarding the amount of your refund, it will change as you enter information in TurboTax. Once you delete the imported entries and manually re-enter them, please see if that resolves the issue. 

 

@taxstan

I restarted the process.  The second time was the charm.  For some reason, about halfway through the first time, everything froze up and I had to reboot.  That probably messed things up.

Anyway, it all worked out.