AmyC
Expert Alumni

State tax filing

The program does handles US obligations and you are in charge of your state obligations. For box 1 dividends with a CA portion, you should enter in when asked. Follow these steps:

  1. Open your return to federal income section
  2. Locate the 1099-DIV with CA exempt income. 
  3. Edit
  4. Go through the entry section
  5. When it asks about exempt interest / dividends, enter CA and the amount

 

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