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posted Mar 12, 2021 12:54:03 AM

I don't know which state exempt- interest dividends are from. Says to click more than one state button, then asked to list. How do I move on?

I'm ok with the dividend amount appearing on the state return.

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2 Replies
Level 15
Mar 12, 2021 5:20:08 AM

For details on how to enter, see: https://ttlc.intuit.com/community/state-taxes/discussion/re-exempt-interest-dividends-are-entered-from-form-1099-div/01/1318344/highlight/false#M58913

Most particularly, see the screen shot at that link.  If you don't care about paying state tax on the (usually) small  portion attributable to your state, click only "More than one state". 

 

You get the breakdown by state from your mutual fund company. It is not shown on the 1099-INT or 1099-DIV.  If they did not provide a breakdown, you check the box “I earned tax exempt dividends in more than one state” ("Multiple States" in the  online program) on the first screen after entering the 1099-INT or 1099-DIV. Then select  "More than one state" ("Multiple States" in the  online program) at the bottom of the state  scroll down list.

Level 15
Mar 12, 2021 8:08:15 AM

@cherylschuette 

 

Here's another picture...

 

IF you are not interested in breaking down the individual amount form your own state...you choose "Multiple States" in the very top box (That selection is at the END of the pulldown list of states). 

 

The selection that shows several boxes is only used if you decide to divide things up.

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