EBRNielsen
Returning Member

State tax filing

I was the one who originally posed this question back in early February 2024.  I used the desktop version of Turbo Tax and had manually entered my 1099-DIV into Turbo Tax (vs. importing it).  I tried to do an override back in early February  (as TT Employee AmyC described in her repy today (4/14)),  but Turbo Tax would not allow this field (line 2) to be overriden on the IL-1040 while in Forms mode.  Maybe something has changed since then?  Also, I've found that if Turbo Tax does allow you to override a specific field, Turbo Tax will sometimes consider it to be an error and won't let you file the return electronically.  So you kind of go around in a circle.

 

For my situation, I never did determine where Turbo Tax was originally getting the $382 on my IL-1040 line 2.  So I went back through all of the questions Turbo Tax asks to make sure I had them correct, because Turbo Tax is only as good as the entries you make (and in the right entry fields).  I messed around with it enough that I finally  got it to work - I can't remember exactly what I changed.  However, my federally tax-exempt interest and dividends was from two sources - a 1099-DIV I received as well as a K-1 form I received.  So for me, my IL-1040 reflected the 1099-DIV portion on line 2 and the K-1 portion on line 3 (Other Additions from Schedule M).  IL-1040 lines 2 and 3 added together came to the Tax Exempt Interest on my Federal 1040 line 2a.  Anyway, "brokentiger" not sure if this info is of any use to you or not.  Just passing it along in case it is.  Since you are using the online version of TT, hopefully AmyC's suggestion worked for you!  It is all so frustrating, though.  Taxes and tax return preparation shouldn't be this complicated and frustrating!!