I have entered the percent of "US obligations exempt-interest dividends from federal tax return" and Turbo Tax has deducted an amount from my taxable dividends for my state return. I cannot find a list in Turbo Tax of the amounts that add up to the total amount being deducted by Turbo Tax. The amount I think it should be is about one half of what Turbo Tax thinks it should be. How can I find the list of Turbo Tax calculated amounts?
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not sure if you are on desktop or online but even with forms mode on desktop there's no easy way to see breakdown/list making up the state subtractions, you just have to go back through the 1099s (1099-INT Box 3, 1099-DIV Box 1a * US Gov %, 1099-OID Box 😎 to work out where it is coming from.
desktop forms mode does make it easier to see the US Gov $ amounts as you can quickly scroll through the 1099-DIVs and it shows the amount at the top, also 1099-INT Box 3; not sure equivalent if you are using online but I think you can get to PDF of the return with "all forms and worksheets".
that's OID Box 8 ...
Thank you -- your reply was very helpful. By going through all the Schedule B assets in Forms mode (not so easy in Easy Step mode), I was able to find a mistake (mine) which accounted for the discrepancy. However, it would be much easier if TurboTax created a worksheet listing the entries that make up the total.
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