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O
Ozzie
Level 2
March 16, 2023
Question

How can I get a worksheet or statement of tax-exempt interest?

  • March 16, 2023
  • 1 reply
  • 8 views
in 2021, there was a statement summarizing the details of t/e interest.  It is not present in 2022-1040.
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1 reply

itonewbie
itonewbie
Level 15
March 16, 2023

That used to be the first worksheet by default but it's gone now.  Unfortunately, there's no toggle to print that.

---------------------------------------------------------------------------------Still an AllStar
    O
    OzzieAuthor
    Level 2
    March 16, 2023

    Thanks so much.  Makes it hard to check the numbers when the details come from many different places!  Go figure??  Why just drop that statement...?

    sjrcpa
    sjrcpa
    Level 15
    March 16, 2023

    We use Excel to prepare schedules like that if the software doesn't.

    We have a 1040 Reconciliation workpaper.

    The more I know the more I don’t know.
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