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Retirement tax questions
Yes, I am experiencing severe problems with the DP-10 form with TurboTax Premium year 2020 latest version as of July 9 2021.
Item 4, List of payors and amounts of interest and/or dividends not taxable to New Hampshire... is completely flawed. The info comes in from the federal return without the Payor's identification number. There is a nonsense line which duplicates a payor with a non-taxable amount of 0. The presence of the duplicate line means that I have more than 5 lines total, which means NH won't take it as an e-file !! And there is no way to "override" by deleting the line.
Right-click Data Source gives a dialog saying
From the New Hampshire Interest Income Statement which calculates information from federal Schedule B, Interest & Dividend Income, entries with state ID's of NH or blank and :
* interest items of type M or Tax exempt interest with state ID's of NH
* the portion of dividends representing US interest, nontaxable distributions and exempt-interest dividends.
From the New Hampshire K-1 Worksheet, the differences between the reported federal amounts and the New Hampshire amounts for each type.
Yet there is no way to get to this data source to override the nonsense. This is a very serious bug.
And, some follow-up. In contrast, the free NH Granite Tax Connect web site, https://gtc.revenue.nh.gov, is excellent. Its DP-10 form is online. I was able to take the numbers from my federal return and put them in fairly easily. There is basically no need to pay for the NH state tax form if you just want to pay interest÷nds tax, as far as I can tell. The TurboTax state form for NH is worthless (to me, at least).