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State tax filing
..Don't forget 1099-DIV forms too.
Box 11 on any 1099-DIV forms, plus box 8 on any 1099-INT forms all add together. (there are some minor minus amounts if you have any box 13 values on your 1099-INT, or have reported accrued interest on a bond purchased in 2018)
In some rarer cases, folks with forms K-1 entered have some tax-exempt amounts that add in to the total tax-exempt total too.
Box 11 on any 1099-DIV forms, plus box 8 on any 1099-INT forms all add together. (there are some minor minus amounts if you have any box 13 values on your 1099-INT, or have reported accrued interest on a bond purchased in 2018)
In some rarer cases, folks with forms K-1 entered have some tax-exempt amounts that add in to the total tax-exempt total too.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎June 3, 2019
10:26 AM