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bstnsfld
New Member

why is the sum of my interest and dividends is greater then what Turbo Tax reports,

I have accounted for capital gains.
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2 Replies

why is the sum of my interest and dividends is greater then what Turbo Tax reports,

What forms and tax lines are you comparing?  Where?  You have 1099INT and 1099DIV and a Schedule B?  Oh, on a 1099DIV the Qualified Dividends in box 2b is included in box 1a, so you don't need to add them.  Might be other boxes too.  Are you adding any other interest lines on the 1099INT besides box 1?  

bstnsfld
New Member

why is the sum of my interest and dividends is greater then what Turbo Tax reports,

Thanks for your reply.  The issue I encountered was related to the user interface, and how it handled a short-term stock loss on the UI.  Sorry I was not clear.    In the end, I verified the final forms, and they were correct. 

So my issue is resolved. 

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