- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
DaveF1006, it wasn't picked up automatically. I may have missed something in the step-by-step process. I had to manually add it into the California Interest and Dividends Worksheet, line 15 A.
Part of the problem may have been that this was income from a U.S. Treasury Money Market fund, and not from a T-Bill. It was reported on 1099-DIV and not 1099-INT, so this was an adjustment to dividends and not interest income. Sorry if my original post was misleading.
I can see where TurboTax could pull Treasury bond interest information from 1099-INT line 3, but there is no corresponding entry in 1099-DIV, so it looks like this has to be entered by the user. If Step-by-step requested this information, it wasn't obvious to me.
March 21, 2024
3:38 PM