topic I am entering the state breakout of exempt interest reported in box 12 of 1099-DIV. I have entered the breakout accurately but TurboTax says amts don’t match. Help! in Get your taxes done using TurboTax

I am entering the state breakout of exempt interest reported in box 12 of 1099-DIV. I have entered the breakout accurately but TurboTax says amts don’t match. Help!

hgm2023 — Wed, 04 Feb 2026 08:08:37 GMT

Re: I am entering the state breakout of exempt interest reported in box 12 of 1099-DIV. I have entered the breakout accurately but TurboTax says amts don’t match. Help!

SteamTrain — Tue, 07 Oct 2025 17:51:08 GMT

Hard to know.

But

... Not sure how you did the breakout, but only break out the $$ for your resident state and any US Territories...then lump the rest of the $$ as one entry as "Multiple States"

.......(exceptions for residents of UT, MN, and CA....and IL doesn't allow a breakout for Mutual Fund exempt dividends)

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Re: I am entering the state breakout of exempt interest reported in box 12 of 1099-DIV. I have entered the breakout accurately but TurboTax says amts don’t match. Help!

hgm2023 — Thu, 09 Oct 2025 18:33:09 GMT

Thanks for your reply. I tried it both ways (breaking out all 50+ states and territories and just breaking out CA and the territories and lumping all the rest together). Neither worked. TT gave an error saying the amounts don’t match, even though the total matched to the penny. I think there is a bug in TT. It may be a matching error in decimal places past the second decimal place (pennies). I erased all entries and tried again from the start with same result. In the end, I added a penny to the CA entry and it worked, even though the extra penny meant that the numbers were actually off by a penny. It doesn’t really make sense to me. I did the state by state breakout in a spreadsheet using the total number provided on the 1099-DIV and multiplying that by the percentage figures given in a table in the back pages of the same 1099.