Unfortunately that was not helpful 🙁
For MA:
You are showing the screen of MA INCOME that needs to be included. I have already completed that screen. I am looking for the screen that allocates the EXCLUDED amount of US Debt Obligations. In your case $1234 is income and $1234 of US Debt gets excluded at the total state level. In my case I might have $400 of MA income out of the $1234 Dividend Income to enter in the screen you show but now I have to exclude $400 of the $1234 US Debt allocated while living in MA. Where is the screen to allocate the EXCLUDED US Debt For MA? NC had this exact ability to first allocate the income, then allocate the exclusion amount. TT applies all of the $1234 of US Debt Exclusion against MA which is not correct.
For NC:
Yes I did enter the 1099-Q on the federal return and I DEFINITELY DO have taxable distributions. TT calculated this properly on the Federal return and allocated the proper amount to MA but as shown in my Original NC Post Link , even though I tell TT how much to allocate to NC, the entry is IGNORED and NOT INCLUDED IN NC Income. I can see the entry in the proper NC worksheet but the the amount is not being added to the Total NC Income!
I hope my text above has been clear this has been beyond frustrating. Perhaps there have been no reported problems with NC or MA since they are Part Year returns with Excluded state Dividends and taxable Coverdell 1099-Q distributions. Currently I have two worthless TT state returns I cannot file.
