NJ State exempt-interest dividends didn't transfer. How can this be fixed? I entered the amounts in the federal Dividend exempt-interest as NJ and Multiple states

[FangxiaL]

Make the adjustment on your NJ return in the Adjustments section. Find out what percentage of the tax-exempt interest (dividends) is from NJ muni, do the calculation, and enter the amount as shown on the screen below. The portion not earned from NJ municipal bonds is taxable income.

[bob195352]

@FangxiaL Unfortunately Turbotax Premier on-line does not have an Enter Reconciliation Amounts screen, nor an applicable Adjustments section in the NJ return. It does have a Exempt-Interest Dividends screen in the Federal Wages and Interest section under 1099-Dividends. In that screen I entered the NJ tax-exempt amount, and the Multiple States tax-exempt amount. Both amounts when added equal 1099-DIV box 11 (exempt-interest dividends) amount. Unfortunately those values  don't transfer over to the NJ tax return section. In the NJ section there is a Dividend income screen but you can only check the amounts, not adjust them. Also, there is an Other Non-wage Income screen in NJ return but that doesn't seem applicable since all the amounts were listed in Federal section. This same problem occurred with 2020 Turbotax Premier, but not prior year before that. I really would like ti finish my taxes, but this problem is holding it up. Please how can this be fixed?

[bob195352]

@FangxiaL I printed my Turbotax Premier On-line Federal and NJ returns, confirming Federal data entries and failure of TurboTax to transfer the NJ exempt interest dividends to NJ return. TurboTax actually used incorrectly the full Federal exempt-interest dividend amount on the NJ return! How can I, or TurboTax fix this??? I have screen shots but don't know how to insert them into this post.

[bob195352 · Accepted solution]

@FangxiaL Problem solved after seeing @AmyC March 16, 2021 2:29 PM community response, and others. Seems like the 1099-DIV import from Fidelity had to be deleted and manually re-entered.

@AmyC stated: One thought is that the data is stuck. Here is how to get rid of stuck data:

1. Delete the form:
   1. How to Delete  Log out of your return
   2. Try one or more of the following:
      • Don't use Internet Explorer.
      • Clear cache and cookies,
      • Sign in using a different browser.
      • Sign in using a different device.
   3. Log back into your return.
   4. Enter the form again.