Retirement tax questions

@clairecdalton 

There have been some strange behaviors this year...especially if you put your state in a certain spot.

1)  Go back to the 1099-DIV in the federal section and Edit it.

2)  Ignore the main page...but on the page that asks what state(s) the $$ came from, it is CRITICAL for the first bullet point to indicate "Multiple States" even if you are doing the second bullet point breakdown (see examples below).

3) then reselect the second bullet point to confirm that your breakdown is setup correct .....but leave the second bullet point selected as you move on.

(if your state is CA, MN, or IL, your state's tax laws may not allow you to do the breakdown for Mutual Funds)

That should work now

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