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New Member
posted Apr 3, 2025 6:47:23 AM

I have 1099 box 12 income. I put dollar amount for my state & remaining balance for Multiple States. But the information has not carried onto state filing. How to fix?

When I printed my state filing to review, the box for adding back in federal exempt income was blank.

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1 Best answer
Level 15
Apr 3, 2025 7:15:08 AM

@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

__________

________________

 

__________________

2 Replies
Level 15
Apr 3, 2025 7:15:08 AM

@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

__________

________________

 

__________________

New Member
Apr 3, 2025 10:19:31 AM

Thank you so much! 

Your solution worked!

 

I am very impressed with your detailed understanding. Thank you @SteamTrain