RachelW33
Expert Alumni

Retirement tax questions

I took a look at your diagnostic file and I believe that the reason that the "Capital Gains from U.S. Obligations are Tax Free" screen is not popping up is because you have a capital loss (rather than a capital gain) reported on Line 7 of your Form 1040.  My suggestion is to go back to the 1099-DIV entry screen and include the gain you had on the follow-up screen, Enter U.S. Government Interest.  In other words, you would put the total of your capital gain from the sale of U.S. obligations and the portion of dividends that were U.S. Government interest in that box.  Doing this will get the Code ab subtraction reported correctly on Line 13 of your MD Form 502

 

@gjgogol 

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