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Tax exempt interest (muni bonds) state allocation
I used the TurboTax interview mode and entered my brokerage information via the document ID and account number. When I ran Smart Check, I got errors and need to input " Tax exempt interest state allocation." Apparently, Turbotax did not fill in the individual muni bond information. Is this normal that it will not automatically fill?
Now do I have to list every bond/state or just put in my state of residence and then can lump all the other states together with XX?
thanks in advance for help and clarifications.
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March 6, 2024
6:09 AM