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Level 2
February 27, 2022
Question

I entered 1099-div tax exempt information by state. The check shows that the totals don't add up. I can't get to the form to edit it.

  • February 27, 2022
  • 2 replies
  • 14 views
also the check seems only to look at the first state box that is filled in

2 replies

Level 2
February 27, 2022

got it.. after a few laps it came up.

SteamTrain
Level 15
February 27, 2022

Something you need to make sure you do...(it isn't clear what you did)

BUT

IF ....if you decide to break out your own state's bond interest, you only need to do your own state and any US territories (like Puerto Rico).  You Do NOT report every state separately.

 

(But UT residents could report/include states that do not tax UT bonds, like TX,AK,SD,WY,WA,TN,FL)

____________________________________

Like this for an NC resident:

 

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