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Trouble Reporting Exempt-Interest Dividends by State in TurboTax
I’m encountering an issue while reporting exempt-interest dividends in TurboTax Home and Business. I’ve calculated the dividends by state using the percentage breakdown from iShares and double-checked the numbers, ensuring they add up correctly. However, TurboTax is flagging the information as incorrect.
Has anyone else faced a similar problem? Is there a specific way to correctly report exempt-interest dividends by state in TurboTax that I might be overlooking?
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March 13, 2025
9:16 PM