Get your taxes done using TurboTax

Hi I've not found an easy way to do this.  I keep track offline of all the expected additions (usually out of state munis) and subtractions (usually Treasuries) and it usually doesn't tie out on state first time, the only thing you can really do is go back thru the 1099s driving these entries to make sure everything is entered correctly in particular any adjustments (see below for 1099-INT).  Schedule B worksheet in Forms mode has some summary grids for INT/DIV box 3/8/11 etc which at least show the details but no subtotals (from what I know on TT desktop; not sure TT online equivalent but maybe in the return PDF with 'all forms and worksheets')

 

Be aware if you hold individual bonds consolidated on 1099-INT with multiple income boxes (e.g. both Treasuries in Box 3 and Munis in Box 8 plus some bank interest in Box 1), and you need to make adjustments for accrued interest or premium on the bonds, then you need to split up the 1099-INT as TT cannot specify which income box the adjustment applies to and will pro-rata it across the boxes.  I usually break out VA exempt munis from VA taxable munis for the same reason.  See this recent post for more details/advice on to handle this

 

https://ttlc.intuit.com/community/taxes/discussion/how-do-i-adjust-interest-reported-on-1099-int-acc...