After importing all of our brokerage account 1099 DIVs and 1099 INTs the Form 1040 line 2b (taxable interest) total vastly exceeds the total of my 1099 INTs. I do not believe there is any other interest that should be included in this amount such as from K-!s. What could I be missing? The import seems to accurately reflect the forms.
I had previously mistakenly posted this in the retirement forum.
It sounds like some of the interest income entries may have been duplicated. I recommend reviewing the input in each section in detail and manually deleting the duplicated interest income.
Follow these steps to get to the 1099-INT input screen.
Once there, select Add/Edit to the right of Investments and Savings, (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto).