Can't get state tax exempt interest-dividend to report properly on PA return.Have selected more than one state;then PA in dropdown & multiple states in next dropdown-BUG?

[SteamTrain]

I'd suggest calling Customer Support and get them to check it out.  Need someone who has eh PA software to check it out.  I know the PA software had a similar issue a few years ago...maybe it's back:

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

[mstuart1151]

Thanks - I called.  They are working on it to resolve.

[AmyC]

Unfortunately, it is not scheduled for release this week.

[Skimmie]

I am having the same problem!!  Is there any workaround fix I can do?  This is preventing me from filing by tomorrow's deadline.  Help please!  

[Skimmie]

Hi AmyC, this bug still exists. Do you know when the fix is scheduled to be released?

Thanks.

[Anonymous]

This is apparently STILL a bug for 2021.  After listing out all 50 states worth of exempt-interest income separately  from box 11 in the federal section, the PA state form is pulling the full 1099-DIV box 11 number AND then insisting  it should not be tax exempt (neither being right).  When I talked to customer support, I was told I'd be forwarded to someone who could help, then my ticket was closed. Not sure where to go from here.  

[SteamTrain]

@Anonymous 

CALL THEM AGAIN  don't give up..it has to be corrected.

_________________________
BUT first...do NOT single out every state, you only single out your Own state and any US territories, and the remainder is lumped together as "Multiple States" (if using the online software or "More than one state" if using the Desktop software.

Example for a 1099-DIV with  box 11 at $1000, and a resident of PA

PA...............................$150

PR.................................$50     (where PR=Puerto Rico)

Multiple States..........$800

[Anonymous]

Thanks!  That is much easier to input.  Wish I'd noticed "multiple states" before.  Sadly - making that update did not fix the PA state pull over amount glitch - but still pleased to have figured that out. 

[mstuart1151]

Sadly this was never fixed from last year and still exists this year.  I have a work around.  I enter the 1099 twice; once with all information EXCEPT I only enter for the tax exempt interest, the PA portion, then on the next 1099 I only enter the remaining amount for the multi-state tax exempt interest.  Together the "two" 1099s are equivalent on the Federal return, and on the PA State return the tax exempt PA interest should come through properly. Good Luck.

[Anonymous]

It worked!!!  Thanks so much.  So frustrating. 

[hmillerj]

Can you please explain this a little more clearly for me?  I'm not sure how you enter 1099-DIV information twice and not have it double counted.  For example, my 1099-DIV has amounts for ordinary dividends (box 1a), qualified dividends (box 1b), capital gains (box 2a), and exempt interest dividends (box 11).  It is box 11 that is causing these PA return issues as noted, and I would like to try your fix.  

[SteamTrain]

@hmillerj 

When you enter your 1099-DIV, with all its data in the proper boxes....you will continue thru follow-up pages to one that asks for more info about the exempt interest shown in box 11 .

In the first picture below.....you can avoid extra work by just selecting "Multiple States" in the very first selection area, and then move on from there........or go to the second picture below, to see the other option.

__________________________________

_____________________________________

Now, if the box 11 amount is substantial, "sometimes" you can get a bit of a state tax break, by singling out the exempt interest that came from your own state's bond.  BUT...you have to calculate the exact amount from PA bonds based on additional information the Mutual fund, or brokerage provided somewhere separate from your 1099-DIV form itself.    IF you can't find that info, or it isn't worth your effort...then you use the first picture above and move on

_________________________

Example below would be for a NC resident:

_________________________________

SO...if you do break out your PA exempt interest...like above.  Say you have $1000 in box 11 from just one mutual bond fund.  And the Mutual fund indicated that 2% was from PA bonds.  2% is $20, so if you break out that $20, you might save yourself  60cents in PA taxes, since PA would have taxed that $20 taxes at ~3%.   

Thus you can see that either box 11 has to be a big number....or the % held in PA bonds would have to be pretty large to make your work here effective .  I checked a bunch of Fidelity bond funds....the highest had ~9% of it's distribution from PA bonds.. ...down to the lowest at 1% .  

[hmillerj]

I understand everything you said, but that is not my problem.  The problem is that the PA tax exempt interest entered into the 1099-DIV Federal form is not carrying over to the PA tax return.  There appears to be a turbotax software issue. Someone on this string identified a way to fix the problem by entering the 1099-DIV form twice.  I didn't understand how that fix worked.  Does anyone?

[SteamTrain]

@hmillerj 

You should call Customer Support, and report the probem.....if it's not getting reflected in the PA tax file properly, it has to get fixed somehow.....but they won't fix it if it isn't reported.  AND they may need a diagnostic file from one where the problem is occurring , to do that . 

(stuff edited out)

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632