lattimcj
Returning Member

State tax filing

Thanks for reply.  The screen asking for details of tax exempt interest dividends should come up by itself as the 1099-DIV data is imported or entered.  In my case, I imported this data.  Turbotax FAILED to ask me what state or states were the source(s) of the dividends.  Turbotax mistakenly assumed all were sourced in PA, which was not true and caused a tax error.  I was forced to probe around in the "forms" complexities until I found where to divide the dividends among the source states.  Somebody messed around with this whole topic since last year when the proper data window presented all by itself.  I'm OK now, but I think this mistake will cause many errors for others.  Bad change.