1099-INT for Treasury not excluded on State return

[rbatra311]

Hello,

I have a weird situation producing this weird question. I got a 1099-INT from Treasury for 30k interest (box3) and a 1099-INT from Fidelity with 3K (box 1)interest and 12k (box3) interest. 

Weirdly on the state return, only 30K is being deducted from AGI, it doesn't capture the 12k. I can obviously override and manually put it but it defeats the purpose of the software.

TT support has been scratching hard to figure out the issue--

Anyone encountered a similar issue?

Any help from experts will be much appreciated!!

Many thanks guys!

[KeshaH]

If you'd like, we can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

If you're using TurboTax Desktop:

• Click on Online in the top menu of TurboTax Desktop for Windows
• Select 'Send Tax File to Agent'
• Write down or send an image of your token number and state then place in this issue.
• We can then review your exact scenario for a solution

Please reply to this message with your token so that we can further assist you. Let us know all other states, if any, that are included on the return.

[rbatra311]

Thanks. I did that over a month ago-- but no response ever came after multiple calls to the TT

[SusanY1]

If you could share the code again here (a screenshot works best), we promise to take a look and get back to you here.  Here in the Community we don't have access to information from any calls you may have had previously, but we can take a look here, and forward any issues discovered to developers.