topic Connecticut Turbo Tax Double Counting Tax Exempt Dividends in State tax filing

Connecticut Turbo Tax Double Counting Tax Exempt Dividends

Bobb59431 — Wed, 11 Feb 2026 04:27:14 GMT

We have $18106 of tax exempt income from a tax exempt bond fund. The Connecticut amount is $250. The tax exempt income from all other states is $17856.

Tubo Tax Connecticut appears to be double counting the non Connecticut tax free income of $17856 on the state form. It adds it in twice on line 2 of Form CT-1040 for a total of $35712.

On Schedule 1 it reports the $17856 on line 32 (mutual fund tax exempt inc from non-Ct states or cities). Turbo tax adds it again on line 37- Other Additions.

The Other Additions schedule report it on line 6 - interest or dividends of the United States Government.

Any help.

Re: Connecticut Turbo Tax Double Counting Tax Exempt Dividends

SteamTrain — Mon, 05 Feb 2024 15:00:42 GMT

@Bobb59431

If you are sure have not double-entered as two of the same 1099-DIV forms in the Wages& Income section....go back and check again....but first in the interview, then check again for two of the same -DIV forms in Forms Mode (Forms mode only if you are using Desktop software...I think you are)

If it's still wrong, Then a call to Customer Support is warranted . Once they are certain and confirm it's not some user-entry error, they will ask you to create a diagnostic file for them....Then they send that to their software error team to work thru and correct. Yeah, if a true software error, it needs correcting fast.

What is the TurboTax phone number? (intuit.com)

Re: Connecticut Turbo Tax Double Counting Tax Exempt Dividends

Bobb59431 — Thu, 08 Feb 2024 01:40:25 GMT

Not resolved yet. Technical folks could not figure it out. I will pay for the tax help and if they find it is a technical problem I will get a refund. Fingers crossed.

Re: Connecticut Turbo Tax Double Counting Tax Exempt Dividends

CatinaT1 — Mon, 12 Feb 2024 21:19:50 GMT

Many things have been corrected in the latest updates to TurboTax. Are you still experiencing this problem?

Make sure you have ran all updates.

If using TurboTax Online: Clear your cache and cookies. See this FAQ, for your particular browser.

If using TurboTax Desktop: Please see this FAQ.

Re: Connecticut Turbo Tax Double Counting Tax Exempt Dividends

Bobb59431 — Mon, 12 Feb 2024 23:03:01 GMT

Yes it was resolved. It was being double counted. Thanks.

Re: Connecticut Turbo Tax Double Counting Tax Exempt Dividends

dgtax7 — Mon, 24 Feb 2025 21:03:22 GMT

@Bobb59431 How was your Connecticut double counting tax exempt dividends issue resolved?

I am experiencing the same issue on my Connecticut Part Year/Non Resident return. The latest updates have been installed and I have not entered the 1099-Div information twice.

Looking for any advice you or anyone can offer. Much appreciated!

Re: Connecticut Turbo Tax Double Counting Tax Exempt Dividends

MarilynG1 — Mon, 03 Mar 2025 19:44:54 GMT

In the Connecticut interview, you'll get a screen titled Income Interest Adjustment for income not taxable in CT. Choose Yes, and on the next screen enter the exempt amount.

On the NR/PY Form page 3, you see the amount added on Line 41, then later subtracted on Line 52.

@dgtax7