Hal_Al
Level 15

State tax filing

If your mutual fund company provided you a breakdown, you are only interested in your home state. Multiply the % for your state by your total tax exempt dividends to get a $ amount (you can't enter the % in TurboTax [TT]). When asked which state, check the box "I earned tax exempt dividends in more than one state". In the drop down menu, select your state and enter the $ amount you calculated. In the 2nd box, select "More than one state" (at the bottom of the scroll down list) and enter the remaining dollar amount.

 

Note: Ohio also does not tax interest from obligations of US Territories (Puerto Rico, Guam USVI).  

 

TurboTax should handle this automatically, if you enter the territories interest individually.  There was a glitch, a few years ago, so I add the territory interest, when I enter my Ohio amount. I haven't bothered to see if TT ever fixed it. 

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