Numbers in the forms and the TurboTax software interface don't match

Forum|Forum|1 year ago
March 29, 2025
2 replies
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Hi,

The TurboTax Software interface shows:

When I click the "$-233", it shows the following:

However, the total capital loss for stocks etc should be $3233 (not $3229), and the amount applied to 2024 should be $3000 (not $2996). Those number are correct in the forms. Is it a bug? Do I need to worry about the discrepancies?

Thanks

RobertB4444

To start it's a $4 discrepancy so I wouldn't worry about it too much. Second, I'm not sure where the $4 comes from. Is it another loss for the year entered somewhere else in the return?

@Hippo24

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SteamTrain

Employee

If it's from a big load of individual stock transactions, it could be the result of Rounding being done in a different way.

i.e. If you didn't use rounding until the very end, but TTX used it for each transaction, that $4 difference could be the difference. (no, I'm not sure where & when TTX rounds)

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*