State tax filing

DianeW777 · ‎February 25, 2022

If you have exempt interest dividends on your Form 1099-DIV or Form 1099-OID, then some of those dividends are likely not taxable to your state. You need to know form your broker what that percentage is. Once you have the percentage you can enter that amount so that TurboTax can carry that information and keep that amount tax free to your home state return.

See an example below where a 1099-OID has a Tax Exempt OID in Box 11 and the screen that follows to allow your entry for your resident state. There will be similar screens for 1099-DIV. If you imported you can select the correct item to edit.

Be sure to check the box 'I earned tax exempt OID in more than one state'.

Please update with more clarification if you need further assistance.

@Imebinger

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