Missouri return: Subtractions for US Government Obligations instruction for attachments?

[Pedernales]

My question ended up quite long, so I moved it to the comment section below for easier reading. 

[Pedernales]

My question is about the Instructions for MO-A in regard to MO subtractions.   I had a fair amount of US government obligations in treasuries, savings bonds, and in some mutual funds where I could calculate the percent of such obligations for each fund.   That amount totaled OK and transferred to the MO-A, Line 8.  Everything in the Review is fine, and I'm ready to efile.   However, I noticed something odd about that Line 8 that made me seek out the actual instructions.  This is what I found:

Line 8 -Interest from exempt Federal obligations include in Federal AGI. Attach a detailed list or all Federal Forms 1099.

So...I decided to download the actual instructions for the MO-A, Line 8 of the subtractions.  This is what it says:

"Interest from direct obligations of the U.S. Government, such as U.S.
savings bonds, U.S. treasury bills, bonds, and notes is exempt from
state taxation under the laws of the United States. Attach a detailed
list or all Federal Forms 1099. Taxpayers who claim exclusion
for interest from direct U.S. obligations must identify the specific
securities owned, e.g., “U.S. savings bond”. A general description
such as “interest on U.S. obligation” or “U.S. Government securities”
is not acceptable. (See Missouri Regulation 12 CSR 10-2.150 for the
taxability of various U.S. Government related obligations.) Failure to
identify the specific security will result in the disallowance of the
deduction.  (emphasis added)

"A federally taxed distribution received from a mutual fund investing
exclusively in direct U.S. Government obligations is exempt. If
the mutual fund invests in both exempt (direct) and non-exempt
(indirect) federal obligations, the deduction allowed will be the
distribution received from the mutual fund attributable to the interest
on the direct U.S. Government obligations, as determined by the
mutual fund. Attach a copy of the year-end statement received
from the mutual fund showing either the amount of money received
or the percentage of funds received from direct U.S. Government
obligations, or a summary statement received from the mutual fund
which clearly identifies the exempt and non-exempt portions of the
U.S. Government obligation interest. The statement does not need
to list each obligation separately. Failure to attach the requested
document will result in the disallowance of the deduction. (emphasis added)

There's no way to do all that with efiling.   And hundreds of thousands Missourians likely efile each year and have an entry on the MO-A Line 8 in their returns.  So surely they don't all resort to paper filing.   So when efiling, can I presume that nothing additional needs to be attached even though the instructions literally say it is required?   The TurboTax filing instructions that print out make no mention of it. 

[AmyC · Accepted solution]

This is 2026 and e-filing handles things behind the scenes. 

• Most state returns, including yours, are filed with a federal return.
• The detailed list is transmitted as part of the electronic record for MO A, line 8
• The MO DOR has a copy of your 1099 data (federal state exchange program).
• E-filers have the digital data, paper filers will need to complete those steps listed.

As for the mutual funds, if you followed the steps and entered income subtracted with a description -as you went through the program, then you have identified, described and met the requirements. If you have checked your return and it is accurate, you can safely file knowing the rules are met.

Great question! Sharp!

[LeliaBee42]

I am [removed] a victim of identity THEFT for 6 years now and I am reporting this over to you guys I have my PIP plan from the IRS I have all my information I need for IRS but I don't know which year to file with the identity theft they have been stealing from the IRS from the state and the federal they have been filing taxes in my name and I need you to run my name real quick and find out what all I need to do for IRS

[mesquitebean]

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@LeliaBee42 wrote:

I am [personal info redacted] a victim of identity THEFT for 6 years now and I am reporting this over to you guys I have my PIP plan from the IRS I have all my information I need for IRS but I don't know which year to file with the identity theft they have been stealing from the IRS from the state and the federal they have been filing taxes in my name and I need you to run my name real quick and find out what all I need to do for IRS

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You appear to have chosen a thread at random in which to post your comment.   This thread has nothing to do with ID theft and is about efiling specific Missouri state return forms, so your posting is unlikely to be seen by the forum at large when it is buried in a random thread on a different topic. 

      This is also a user community forum--not a direct route to TurboTax Support.  No one here can look up anything about you or your TurboTax account.   I will tell you how to reach TurboTax Support below.

If this has been going on 6 years, then I suspect (hopefully) that you have been communicating with the IRS over the years.   You should speak to the IRS to see what all they are lacking and how to straighten out your IRS account.  I've also provided a link to TurboTax Support lower down if you have any specific questions about TurboTax.    Here's some general info about tax-related ID theft:

FAQ:  What to do if you suspect tax-related identity theft?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/security-risk/suspect-tax-related-identi...

 If you want to ask a question to the user forum, you should start a new thread where your question is in the title so it will show up to the whole community and will be your thread.  You can do that at this link:

https://ttlc.intuit.com/community/forums/postpage/board-id/202

At that link, in the Subject line (which allows a limited number of characters) create a title or summary of your question.   In the Message box you can continue the question and/or provide any details to explain your issue.  But remember this is a public community forum, so do not post any personal info in this forum.

If you wish to speak to TurboTax Support, here's how to reach them.

Hours 5AM-9PM Pacific, 7 days a week.

https://ttlc.intuit.com/turbotax-support/en-us/contact/