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I’m working on tying out the tax‑exempt interest reported on Form 1040, line 2a. The return involves several different sources of tax‑exempt income (bond premiums, accrued interest, OID, etc.).
I don’t see a summary or supporting statement that shows how the total on line 2a is composed, nor can I find a clear reconciliation back to the Schedule B adjustments.
Is there a standard report, worksheet, or IRS form attachment that should provide this breakdown? I am not seeing anything being created in the return. My issue is my manual calculation, and the system calculation don't agree and without know what the system is including it's a pain to track down the issue. Any guidance on statements/summaries that I may be missing or even Proconnect best practices for reconciling these amounts would be appreciated.