State tax filing

@KathrynC 

 

Thinking about this some more, (after lunch and a walk) and ignoring any accrued interest you might have paid the seller for Munis you bought in 2022.

 

I'd bet the main difference is the bond premium amortization in box 13. 

TTX software can't know what portion of bond premium amortization to apply to just the CA bonds, and may just assign it proportionally.

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So, subtract any $$ in the original 1099-INT that belong specifically to CA bonds in boxes 8,9 and 13 and put those $$ in a new 1099-INT from the same issuer.  Use the top selection with the one state as all CA $$ for that new 1099-INT.

 

On the former 1099-INT, that has the CA $$ subtracted out of it...you would again use the top selection as $$ coming from one state....(yeah it's not "one") but then scroll to the very bottom of the state list and select "Multiple States" for all of the box 8 $$ on that one.

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Accrued interest you paid the seller for any bonds you bought in 2022 could/might require another1099-INT  breakup, depending on what bonds the accrued interest was paid for.

____________*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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