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Returning Member
posted Jun 3, 2019 10:59:47 AM

If schedule B interest income requires a state code, what do I input if there is more than one state?

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3 Replies
Expert Alumni
Jun 3, 2019 10:59:49 AM

Use "Various" if it's an option.  If it's not an option, and assuming it's a small amount, just pick a state other than your state. 

Level 4
Mar 1, 2024 11:40:31 AM

Various is not a choice on the TT worksheet. I have a fairly large amount of muni interest-- some in my home state along with other states. 

Please advise how to handle this so that I don't have to pay state taxes on all the interest income from this source. 

 

Thanks, 

JBA 

 

Level 15
Mar 1, 2024 1:34:18 PM

You are supposed to handle that during the interview... in the actual 1099-DIV, and/or 1099-INT form that has the tax-exempt $$ reported on it.   

 

An "XX" on the worksheet would allow you to move on....but if a significant amount of the $$ came from your own state's bonds, you should be breaking your own state's $$ during the interview as you edit the 1099-INT or-DIV that shows the tax exempt $$.  (BUT, MN, CA, and IL have severe restrictions on doing this with any tax exempt $$ on a 1099-DIV form).

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Example for box 12 $$ on a 1099-DIV for a NC resdient....similar procedure for box 8 $$% on a 1099-INT).

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