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State tax filing
I do not feel comfortable providing the file. JDCU/MVCU are an examples of banks that are in Massachusetts. In order to get them to appear correctly on the Mass Form 1 I had to choose “My state doesn’t tax all this interest”, when in fact it does. As you can see the sum was reported on Mass Form 1 and categorized on Mass form Int Inc Stmt. As you will also see both AMEX and Pen Air FCU are not reported as Mass interest, when they should be, since I did not check the exclusion box. In summary when I chose the 'exclusion' box the $$ are NOT counted as Mass Interest and when I leave it blank they are. This is opposite to what should be happening.
February 3, 2024
12:23 PM