AnnetteB6
Expert Alumni

State tax filing

Thank you for providing your token number.  After taking a closer look at the situation you described, I cannot explain where the number reported on line 3 of your MA Schedule B originates, but I can tell you how to remove it.

 

  1. Go back to the Adjustments section of your MA return.  
  2. Continue through the screens until you see a page titled Interest and Dividends.  
  3. Select 'Yes' to the question about having any additional interest or dividend income to report or any to exclude.  
  4. On the next screen titled Additional Interest and Dividends you should see the amount that is reported on line 3 of your MA Schedule B.  Since your Lines 1 and 2 already include mutual fund distributions, you can delete that entry here.  
  5. Then Continue through the rest of the return.

 

@40beach 

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