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@bbjaspan 

 

US Govt obligations usually come form 1099-DIV and 1099-INT forms   (not sure about K-1 forms, I have no experience with those))

 

1)  For 1099-DIV forms, you have to calculate what sub-amount of the box 1a $$ came from US Govt obligations....then you enter that $$ amount on a follow-up page.  That amount you calculate can be a bit confusing to some folks, in that you have to get the information from the Supplemental data sheets the Brokerage provides...and also from extra information the bond funds provide about what % of their dividend distributions came form US Obligations.

 

2)  For 1099-INT forms, the $$ are in box 3 of the 1099-INT, for any Savings bonds you redeemed....or from actual individual Treasury Bonds or Notes you own.

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Now, if your GA US govt obligation number is too low, I would suspect the 1099-INT form(s).  In certain situations if you have data in the other boxes of the 1099-INT, the answer to it's follow-up questions for that 1099-INT can improperly affect the box 3 value that gets transferred to the state.  The solution is usually to remove the box 3 and box 12 values from that 1099-INT and create it's own 1099-INT (as-if from the same provider)....but being carful about the follow-up question about whether any adjustments are to be made...referring ONLY to those appropriate to the box 3 $$ amounts.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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