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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.