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

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...?

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

We have a 1040 Reconciliation workpaper.

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@sjrcpa wrote:

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

We have a 1040 Reconciliation workpaper.

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That's what we do too.  The tax-exempt interest worksheet, honestly, doesn't serve much purpose other than to provide a summation that ties out to page 1 of F.1040.

We also keep track of the line items on an Excel spreadsheet because allocation from each fund (and each state) will differ anyway.