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State tax filing
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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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 12, 2025
6:27 AM