Turbo Tax is not correctly transferring information from the 1040 to the subject. Here are the specifics.
Line 1 of MA Schedule B (Total Interest from 1040 lines 2a and 2b) includes the exempt interest dividends I have entered on the TurboTax dividend worksheet.
Line 2 correctly picks up the ordinary dividends from US Schedule B.
Line 3 ((other dividends not included above (enclose statement)) is a five figure number I can't figure out. The statement is no help, just repeats the number. This will be incorrectly added to MA taxable income. Note, last year I did my 2022 return on the on-line version of Turbo Tax and nothing was reported on this line.
Line 6 (other interest and dividends to be excluded....) (enclose statement). The statement shows that non-taxable MA interest that I entered on the Turbo Tax interest worksheet and US Government interest are excluded. Line 4 of the worksheet (any exempt portion of interest or dividends from a mutual fund included in MA Schedule B lines 1,2,or 3) is within a few dollars of the figures I entered on the forms asking "which states are your exempt interest dividends from" and is not worth worrying about.
However, line 3 is a huge problem. I look forward to hearing from you. Thank you.
