How do I determine the two digit tax exempt interest state ID number for Morgan Stanley?

[mesquitebean]

What exactly are you doing and where?  Did you report exempt interest income from a 1099?  If so, what kind of 1099?   And are you referring to the followup questions about which state(s) the exempt interest income was for?

 Are you using Forms Mode or the interview easy-step method?

A 2-digit state ID is typically the state abbreviation such as CO, KY, MO, MA, etc.  Depending on what you are doing there may be special codes such as MX for multiple states, etc, or even XX in some circumstances for non-resident state interest, which may be taxed by your resident state return.   But you shouldn't have to enter the codes.  You should be entering all that in interview mode and not in Forms Mode.  TurboTax will ask the questions and sort things out in that complicated situation.

[patrickkocks]

Thank you.  I am in Review Mode and correcting Tax Errors.  I am on Schedule B Form 1099-OID.  The software is prompting me for a two character response when asking for the Tax Exempt Interest State ID Number for Morgan Stanley Domestic.  I have tried DE, XX, 00, MX and many others.  I have also called Morgan Stanley but they say it is a Turbo Tax question.  The software will not let me progress without entering a response.  

[mesquitebean]

How did you enter the 1099-OID originally?  Did you enter it in interview mode and answer the followup questions?

If it was me, I might delete the 1099-OID and re-enter it again paying careful attention to the followup questions about which states had tax-exempt interest.  Then see if you get the error again.  If so, we can tell you how to phone Customer Support to figure out what is going on.

[patrickkocks]

Thanks.  I imported my Morgan Stanley 1099 which included INT, DIV as well as OID.  The data is quite extensive and I would hate to have to enter all of that manually.   

[mesquitebean]

Maybe it is referring to Box 12 of your 1099-OID?  Is there an entry in Box 12?   I see someone else is also responding in this thread, so maybe he'll have some more advice for you, too.

@Rocket J Squirrel
Were you responding here?

[bobweissman]

You caught me in mid-typing.

[bobweissman]

[I'm posting this as an answer so I can attach screen shots. I hope it turns out to be the answer.]

I also have a 1099-OID from Morgan Stanley. It accepted my entry of CA without issue. But this should have been handled in the step-by-step interview (see attached screen shots).

What state or territory do you need to enter? Online help says:

Enter the 2-letter postal abbreviation of the state in which the interest was earned. Valid territory codes for this field include AS - American Samoa; FM - Federated States of Micronesia; GU - Guam; MH - Marshall Islands; MP - Mariana Islands; PR - Puerto Rico; PW - Palau; VI - U.S. Virgin Islands.

[loll2]

How do I determine the valid ID for California

[mesquitebean]

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@loll2  wrote:

How do I determine the valid ID for California

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I don't know what you are doing, since no info was provided.  But if it's the same topic as this old thread, are you also asking in regard to tax-exempt interest and about a 2-character state ID like the original poster, and trying to correct a Schedule B worksheet error?    If the tax-exempt interest was earned in a single state, that's typically the 2-character state abbreviation.  So California would be CA.

If your issue is not the same as the topic of this thread, then you'll need to explain exactly what it is. 

[Lauren9]

How do I determine the two digit tax exempt state ID?

[DMarkM1]

Morgan Stanley and/or any of the brokerages will send supplemental pages with their consolidated 1099 or 1099-INT or 1099-DIV that list the source states for the tax exempt interest.  The two letter postal state abbreviation is used to identify the each state.