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State tax filing
I ran into this issue as well where most of a muni bond mutual fund was not tax exempt in my state (I moved so this was a part year state calculation). Despite entering the mix, the correct number did not find its way to the right NC form. TT help suggested a "fake" of this (via an expense adjustment) but that ended up with a double entry on one of the forms. I ended up overriding the program on the form where the number was needed, and as far as I can tell the return now looks correct. But the software should be corrected to handle this.
March 5, 2025
5:26 AM