State tax filing
When you enter Form 1099-DIV in the Federal section of TurboTax, the steps are as I detailed in my post from last year to which you refer. See screenshots below:
The next step is:
The step after that is:
These screenshots are from Desktop but Online follows the same steps.
The IRS instructions for Schedule B state, under tax-exempt interest:
Also include on line 2a of your Form 1040 or 1040-SR any exempt-interest dividends from a mutual fund or other regulated investment company. This amount should be shown in box 12 of Form 1099-DIV.
The instructions for California Schedule CA state:
Certain mutual funds pay “exempt-interest dividends.” If the mutual fund has at least 50 percent of its assets invested in tax-exempt U.S. obligations and/or in California or its municipal obligations, that amount of dividend is exempt from California tax.
Make any needed adjustments to your states in the state return section.
