We tried your suggestion; it did not solve the problem. Curiously, when we added the fund back at the end of the list, TurboTax returned it to its original position. Thus, it was again the first fund to have a "portion of dividends in U.S. Government Interest" that would be subtracted from our state's tax. Of all the funds we have listed, 11 of them have a "portion of dividends in U.S. Government Interest" that would be subtracted from our state's tax. In addition, there are two tax free funds. We have spent many hours reviewing our entries, re-calculating our numbers, repositioning entries, etc. When we add the total of the "portion of dividends in U.S. Government Interest" from these 13 funds that should be subtracted from our state's tax (shown in TurboTax as "automatically subtracted"), our result is consistently higher than TurboTax's amount by the amount in the first fund that has a "portion of dividends in U.S. Government Interest". Since we can't see the 13 amounts that TurboTax is adding to get its result, we do not know what we may be doing incorrectly. Is there something TurboTax does that we don't know about? Is the TurboTax software behaving incorrectly because we may have changed something, somewhere, at some time? If TurboTax is doing this incorrectly, what are our options?
