- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
For details on how to enter, see: https://ttlc.intuit.com/community/state-taxes/discussion/re-exempt-interest-dividends-are-entered-fr...
Most particularly, see the screen shot at that link. If you don't care about paying state tax on the (usually) small portion attributable to your state, click only "More than one state".
You get the breakdown by state from your mutual fund company. It is not shown on the 1099-INT or 1099-DIV. If they did not provide a breakdown, you check the box “I earned tax exempt dividends in more than one state” ("Multiple States" in the online program) on the first screen after entering the 1099-INT or 1099-DIV. Then select "More than one state" ("Multiple States" in the online program) at the bottom of the state scroll down list.