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It's not on form 1040, it's on line 4a of form 4952

I understand that. But where were these items reported on the 1040? 4a of 4952 draws together various items from the 1040. So if the income was on the wrong line of the 1040, it could easily end up included on the 4952 when it shouldn't.

In addition, deductions for union dues and tax preparation fees totalling over $2,000 are nowhere to be found on their schedule A.

That's even more basic stuff than dealing with investment interest expense. I'll almost guarantee that any software will get these two right. Which makes me think they weren't input where the software was expecting to see them.

Again, can you name the software? Others can either help you input things correctly, or we can all avoid some pretty lousy programming.

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