Thanks for the tips. I went back and checked, and the detailed info was not entered in the 1099-B forms involved (they were downloaded, and I answered all interview queries, so I don't know why not). I went ahead and filled the details in, which did not change anything in the CA return.
What confuses me, though, is that amounts transferred to the California tax-exemption page in TT (desktop) contain numbers that can't be linked back to the Federal forms. TT-CA somehow decides that certain amounts are 'interest' or 'dividends', giving numbers that appear nowhere on the Federal Schedule B worksheets. By deduction, I found that dividends from three mutual funds -- two CA exempt, one with more than 50% exempt dividends, but not qualifying for CA exemption -- were all entered as "Tax exempt interest from California sources". The amount of income from the fund that was NOT CA exempt was then shown under "U.S. Obligations exempt-interest dividends" on the same TT-CA page. That confuses me, though it does not change the calculations. Other exempt interest from Federal bonds is mixed in with the non-exempt portion of mutual fund non-CA exempt income (as far as I can deduce... several items are involved, and again, none of the amounts on the CA exemption page can be found on the Schedule B worksheets).
