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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.
March 18, 2024
11:12 AM