How and where do I list non-taxable municipal bond interest from the state in live in (Calif)?

[SteamTrain]

Non-taxable bond interest is reported in either box 8 of a 1099-INT, or box 11 of a 1099-DIV.

1) A 1099-INT is used for individual bonds you own and you break out interest from the CA ones (and any US territories, like Puerto Rico) on the follow-up page after the main 1099-R form:

Example for an NC resident: 

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2) OK...NOW...if you are talking about CA interest from Bond Funds...those are reported on a 1099-DIV in box 11.  AND for CA, you can only break out the CA portion if the Bond Fund had a certain minimum holdings...otherwise you cannot break out he CA interest at all.  That limit is that the bond fund must hold at least 50% of the fund’s assets in CA tax-exempt bonds.   So far, I've only seen that for bond funds that specifically label their fund as being a CA bond fund...but that's something you would have to determine.

The follow-up page after the main 1099-DIV form, with box 11 $$ looks very similar to the 1099-INT follow-up page and you would enter your calculated CA amount similarly.....But if you didn't hold a fund with the minimum CA holdings, you would tag the entire amount as "Multiple States"

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[raynicki]

My question was not about Municipal bonds interest for the stat of California. I was about bond interest on bond interest on certain government bonds that are not taxable by the state of Minnesota. These are not Treasury Notes either. 

[SteamTrain]

If the inters from these is a part of box 1a of a 1099-DIV form, then it's easily dealt with on a follow-up page after the 1099-DIV form

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IF instead, they are NOT specifically from  US bond interest in box 3 of your 1099-INT, but are from individual bonds you own for a US Agency, like:

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TVA: Tennessee Valley Authority
FFCB: Federal Farm Credit Bank
FHLB: Federal Home Loan Bank
FICO: Financing Corp.
REFCORP: Resolution Funding Corp

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......whose interest is  reported in box 1 of a 1099-INT, then I think you will need a MN specialist to see if there is a spot in the MN interview where you can take a MN income deduction for that..

MY state software (NC) doesn't handle that either thru the normal interview for my TVA interest.  But I "can" enter it as a subtraction using the Desktop software in "Forms Mode" by including a separate entry for the  TVA interest, in a section dealing specifically with US govt or US Agency interest......but I have no idea where that would be in the MN forms.

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You'd have to call Customer Support and clearly define what you are talking about, and hope you get an experienced enough agent to figure out where it goes...if possible.  AND if you are using the Online software, it may not be possible to deal with it.

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

[raynicki]

The interest that is not taxable in my state shows up as part of the federal taxes box 1 in my federal form not box any of the other boxes like box 8 . I dont know how to get part of that amount out so its not taxable on the state a return.  

[SteamTrain]

You are unlikely to find anyone in here that knows how to get that entered properly...just for MN....AND  you might need the desktop software to do it....."Maybe"

I REPEAT:

I "can" enter it as a subtraction using the Desktop software in "Forms Mode" by including a separate entry for the  TVA interest, in a section dealing specifically with US govt or US Agency interest......but I have no idea where that would be in the MN forms.

_________________________

You'd have to call Customer Support and clearly define what you are talking about, and hope you get an experienced enough agent to figure out where it goes...if possible.  AND if you are using the Online software, it may not be possible to deal with it.

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632