Thanks for the reply! Reporting my Edward Jones (EJ) info on TurboTax (TT) is ALWAYS the bane of my tax season.
To clarify the issue:
- EJ consolidated tax form 1098 Box 11 shows value (Z)
- EJ "Potential State Tax Exclusions from Municipal and US Territory Obligations," shows two states (State 1 and State 2) with different exclusion amounts (X, Y respectively)
- Sum of X+Y does not equal Z, which TT rejects as an error and will not let your proceed
Resolution
- Entered exclusion amount X for State 1
- Entered exclusion amount (Z-X) for State 2 (Multiple States)
- TT accepts change
I'm using a CPA next year.
Thanks again for the help!
