Investors & landlords

Thank you, this is really helpful!

 

It sounds like I should dig through the '2023 TAX and YEAR-END STATEMENT' document and use the Form 1099-INT details that's inside. I wasn't aware I can do this - I thought all tax documents should be titled '1099-INT'.
In my case the information is in Box 3. It sounds like TurboTax should be smart enough to know it's taxable only at the federal level but not at the state level.