Thanks SteamTrain. I tried that, it didn't help. Two things I notice. It is an issue with one 1099-DIV for an account which contains a CA only muni fund plus a national (many state) muni fund.
1. On the Schedule B, it reports only many state (xx) for tax-exempt interest.
2. The amount of over-transferring of the CA tax-exempt interest to the CA state return is the amount of CA interest earned in this account. In other words, it seems to have been double-counted.
I wonder if this matters. The double counting TE interest is for fund which 100% CA earnings. So if there is an incorrect excess amount of CA TE interest reported on the CA form 540, but it is 100% is tax-exempt in CA, it will not affect my tax liability at all. But perhaps some computer of either the IRS or CA FTB trying to match up federal and state returns may flag it as a problem? If the IRS notices it, possibly it might affect Medicare IRMAA.
Again, my issue is in TT Deluxe.
