@sfvoyage
A) GREAT: you found the follow-up page on how to designate all the box 8$$ as being from CA Muni bonds....in some future year, if you buy some non-CA Muni bonds, you will have to use the second bullet point on that page and break out just the CA Bond $$ from the other state's $$.
B) For box 3 $$, you don't have to do anything to adjust those on the CA tax return. The software already knows to exclude those box 3 $$ from CA income.
C) For any of the box 1 $$ that comes from US "Agencies", IF the CA state software menu has an Adjustment section, sometimes you can designate the $$ from those agencies there to get them subtracted. BUT...make sure you know exactly which US Agencies CA allows to be deducted, and which cannot. (CA must have a list somewhere)
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(I live in NC, and for my TVA bond $$ in box 1, I can only use the desktop NC software in Forms Mode to subtract them...but I've seen that some other state's software has a state menu selection where the $$ can be subtracted).
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@VolvoGirl @TomYoung
Y'all apparently have CA software. Do either of you know if the CA state menu has some kind of "adjustment" menu selection for subtracting the portion of 1099-INT box 1 $$ ....coming from US Agencies...from CA income? (What I was discussing in my point C) above)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
