MX State ID

[Ediepie]

TurboTax 2025 Deluxe offline program accepts proper 1099-INT multi-state ID input to MX and then flags it for correction in the Federal error check review.  The totals from eight states are correct and were entered individually with correct state IDs, but TurboTax reset the total form to MX and then wants it corrected.  It appears that the two events were not coordinated in the application. 

[RogerD1]

Are you entering tax exempt municipal bond interest?  You should just need to allocate the interest between your resident state(s) and the rest to multiple states.  I'm not sure what you mean by setting the multi state ID to MX - did you mean multiple states?

If you could reply back with additional details about whether this is municipal bond interest and to what is meant by MX plus any other relevant information about this situation, that will help us to better help you.

[Ediepie]

Roger, thank you for asking for more info. 

Yes, I entered 8 different states that posted interest payments on munies in 2025, each using their specific State digraph.  When TT checked for errors after all income and deduction data was completed using Deluxe prior to filing, TT flagged the compiled 1099-INT as having the erroneous MX State code.  It was not I who had entered MX; TT did that.  

At this point, I am left with three options and don't know which one is best for IRS purposes:

a. Accept the MX TT gave me, ignore it, and file;

b. Go into the form, change it to the State digraph from which I got the highest interest payment, and file; or 

c. Go into the form, delete the MX leaving the State code blank (this may pop up a TT error message again), and file.    

[SteamTrain]

@Ediepie 

1)  TTX software no longer uses "MX" for multiple states.  They now use "XX" on the form when looking at the sheet in Forms Mode.  That has been the case for a number of years...MX was used maybe 10 or more years ago (wild guess)

2)  Unless you are a resident of Utah, you don't need to break out all the states.  Just your own state, any US Territory bonds (Puerto Rico, Guam, US Virgin islands), and the remaining $$ are all lumped together as "Multiple States" (XX)

3)  You really shouldn't be working in Forms Mode, make the entries using the Interview is safer for a 1099-INT

[Ediepie]

SteamTrain - Thank you for your advice.  

Actually, I was using the interview for the entire data entry using the complete interview option. 

After getting flagged by the TT error check at the end, the MX error appeared.  That is when I went into the compiled 1099-INT form to investigate, and whoops there it was - MX.  I never entered it!  I entered each state's digraph (eight states) that paid my broker interest in 2025, none of which was MX.  TT manufactured that code and plopped it into the 1099-INT compiled summary form for my broker. 

This now poses four options - either file with MX, enter form and change to XX, clear it and leave it blank, or insert the state digraph for the state that paid the highest interest?   A puzzler for sure.  

[SteamTrain]

@Ediepie 

Are you sure you are using the 2025 desktop software??

...or...

Or did you upload a PDF or Picture of those forms?

....uploaded pictures or uploaded PDFs can result in all sorts of errors.   Only direct imports from the provider (that uses a very special format) will be mostly error free.

______________

So at this point, I have no idea how the "MX" got in there.

_______________________

That section of the actual worksheet should look something like this for a 1099-INT & a North Carolina Resident.

____________________________________________

[Ediepie]

Yes, I'm using 2025 TT Deluxe the license for which I purchased at Costco and downloaded in the Mac version.  I'm as confused as you over why TT inserted it.  This is why I suspect it may be a bug in the software.   

[SteamTrain · Accepted solution]

Ahhh.......  a   MAC.  I don't have a clue if the MAC software still uses the MX or not.

You could change an MX to an XX and see what happens.

At one time the software used XX in the actual breakdown table, but used MX (in that last line I showed in the picture above.) to indicate that the table amounts were to be used   Just make sure that the $$ in the  breakdown table exactly match the $$ in box 8.

[Ediepie]

When TT runs "Smart" Check, it flags the 8-state 1099 INT with the MX error which appears in the form in the line " State ID where exempt interest was earned. If more than  state, see Help."  I wernt to Help, and it didn't help.

The problem is, I earned the interest FROM those states not IN them. 

In another 1099 INT muni in my return from a single statew, the form for that line shows XX. 

This indicates to me the code is buggy - multiple states show MX; single states show XX.  

[SteamTrain]

Again...do not indicate separate states other than your own  (unless you live in UT)

In the main breakdown box :

(your state)..... $$ 

and

XX.......all remaining $$  (though I guess MACs might still be using MX there)

which must total to the box 8 $$ amount

__________________

In the bottom line in my picture..that might be an XX or MX  (on Windows, it' XX only)

[Ediepie]

Aha!  I suspect u may be right and that it's a vestige that is hanging around for the Max version.  Based on the fact that XX was not flagged in the single state 1099-INT, but in the 8-state 1099-INT, I think I'll edit the form entry from MX to XX and see whether that gets me past Smart Check.  The total for the 8-state is correct.  

Thank you in advance for your persistence, SteamTrain.  Much appreciated!  Ed