AmyC
Expert Alumni

Investors & landlords

Please return to the federal section.

  1. Click edit next to the interest and /or dividend entries that need more attention.
  2. Review the screen with the entries, click continue 
  3. next screen asks Tell us if any of these uncommon situations apply to you and you select either US Government interest or need to adjust these dividends.
  • If Government interest:
    •  the next screen asks how much from your state in Enter US Government interest
    • continue,
    • Tell us more about your exempt-interest dividends,
    • choose one state or more than one,
    • continue
  • If you chose need to adjust these dividends:
    • then select I need to adjust these dividends,
    • continue,
    • enter the dividend adjustment
    • select Other adjustment
    • Continue
    • choose the correct option for your situation, one state or more than one
    • continue
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