State tax filing

@Retired_eng 

 

Since you appear to be using Desktop software....

Go to that 1099-DIV in Forms Mode and

............make sure the "state" down below the break-out box, is also set to "XX"  .  If that is wrongly set to NC, then the breakout box above is ignored (showing just the part that was from NC or US Territory bonds).

 

See below:

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1099-DIV_TaxExempt_XX_Desktop.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*