https://ttlc.intuit.com/community/state-taxes/discussion/massachusetts-schedule-b/01/3290951#M162233 <P>I posted earlier on this subject and received a response from Julie S.&nbsp; I appreciate the way Turbo Tax makes it easy to get an answer.&nbsp; Unfortunately the answer did&nbsp; not solve the mystery of line 5 of the "other interest and dividends included statement".</P><P>I am assuming you have access to my post (so you can see how I entered dividend and interest) and Julie's response.&nbsp; The response asked for a reply back if I had more questions, which I do.&nbsp;&nbsp;</P><P>The images in Julie's email response were not helpful.&nbsp; However, I was able to view the "other interest and dividends included statement" from the menu of forms in my return.&nbsp; Unfortunately all that is on that form is a five figure amount with no explanation where it came from.&nbsp;&nbsp;</P><P>Other than Social Security, not taxed by Massachusetts, all my federal taxable and non -taxable income is shown on my Massachusetts return.&nbsp; If I were to file, the addition on line 5 gives me an unwarranted tax increase.</P><P>I believe I indicated in my previous communication that I had used Turbo Tax on-line for several previous years federal and Massachusetts&nbsp; tax returns which had the same type of interest and dividends.&nbsp; The on-line version while an inferior product to the desktop,&nbsp; did not make any additions to line 3 of Schedule B and made the appropriate deductions on line 6 of the same schedule.&nbsp; Therefore, I have to believe Turbo Tax can solve my problem.&nbsp; I look forward to hearing from you.&nbsp; Thank you.&nbsp;</P> Sat, 30 Mar 2024 21:16:28 GMT 40beach 2024-03-30T21:16:28Z https://ttlc.intuit.com/community/state-taxes/discussion/massachusetts-schedule-b/01/3290951#M162233 <P>I posted earlier on this subject and received a response from Julie S.&nbsp; I appreciate the way Turbo Tax makes it easy to get an answer.&nbsp; Unfortunately the answer did&nbsp; not solve the mystery of line 5 of the "other interest and dividends included statement".</P><P>I am assuming you have access to my post (so you can see how I entered dividend and interest) and Julie's response.&nbsp; The response asked for a reply back if I had more questions, which I do.&nbsp;&nbsp;</P><P>The images in Julie's email response were not helpful.&nbsp; However, I was able to view the "other interest and dividends included statement" from the menu of forms in my return.&nbsp; Unfortunately all that is on that form is a five figure amount with no explanation where it came from.&nbsp;&nbsp;</P><P>Other than Social Security, not taxed by Massachusetts, all my federal taxable and non -taxable income is shown on my Massachusetts return.&nbsp; If I were to file, the addition on line 5 gives me an unwarranted tax increase.</P><P>I believe I indicated in my previous communication that I had used Turbo Tax on-line for several previous years federal and Massachusetts&nbsp; tax returns which had the same type of interest and dividends.&nbsp; The on-line version while an inferior product to the desktop,&nbsp; did not make any additions to line 3 of Schedule B and made the appropriate deductions on line 6 of the same schedule.&nbsp; Therefore, I have to believe Turbo Tax can solve my problem.&nbsp; I look forward to hearing from you.&nbsp; Thank you.&nbsp;</P> Sat, 30 Mar 2024 21:16:28 GMT https://ttlc.intuit.com/community/state-taxes/discussion/massachusetts-schedule-b/01/3290951#M162233 40beach 2024-03-30T21:16:28Z