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Retirement tax questions
The imported 1099-DIV box 12 amount (Exempt Interest Dividends) of $3521.90 is shown correctly on California CA 540 "California Adjustments - Residents" 2a as $3,522. However only $166 is shown as addition to CA tax on CA 540 "California Adjustments - Residents" line 2C. The line 2C amount should be $3,522. How do I change my Turbotax forms so that interest dividends that are exempt federally are taxed by California? Thanks.
March 24, 2025
8:29 PM