- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
You mentioned that TT will not allow you to efile if you've made any overrides on your return. On my 2024 return I was faced with the same dilema where to report agency interest on my Oregon return. I opted to do an override and post it on OR-ASC Section B subtractions, Code 315. The override did not prevent me from e-filing, which I was able to do successfully yesterday. I realize your post is 5 years old so I'm guessing that TT must have modified their software to allow overrides to be e-filed.
I do have a concern: My broker (Schwab) includes agency interest in box 1 and I'm expecting Oregon Dept. of Revenue to question my return because it isn't reported separately on my federal return. Agency bonds are a huge market, it is mind boggling that brokers are not required to report agency income separately on a 1099-INT. I'll be on the phone tomorrow with the Schwab Tax Dept demanding an explanation and expecting to be brushed off lol.