Need to file non-resident MA state taxes. I don't need to pay capital gains for non-MA source... so pretty much all capital gains should be excluded. Seems like turbotax wants me to individually edit each line item and check not MA source. Will take forever. Is there not a way to exclude them all at once?
No. Unfortunately there is no way to exclude all your capital gains en masse. TurboTax does not know what is MA and non-MA income.
You can change your federal entries from individual sales to summarizing each class of transaction (short-term covered, long-term covered, etc.) Then you would have fewer state entries.
You can also transfer your tax file to CD\Desktop. You would still have to exclude individual transactions, but can do so by checking a column of boxes in Forms mode.
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Seems like will be a lot of work. Even in the forms mode, I have to scroll down and check each box. With hundreds of transactions way too much. Also I don't know how I would change the info to summaries since it is imported info. Anyway, I was thinking of switching from TaxAct to TurboTax but doesn't look like it would be a good fit because of this. TaxAct is confusing in how to enter the non-MA exclusions but only has me enter totals not messing with every transaction.