I spent an hour on the phone with a specialist but did not get an answer. It took about a half hour to get her to look at the form in question. Even looking at the form, she could not tell me which entries from my 1099-INT and 1099-DIV Turbo combined to reach the numbers entered on lines 4 and 5 of the statement of exclusions. Her only suggestion was to check my entries. So the question remains for me and for every other Mass. taxpayer who has any income that is federally taxable but exempt in Mass.
