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1099-INT Tax Exempt Interest

I have Tax Exempt Interest showing on my 1099-INT on line 8, which was electronically imported from my brokerage account.  I am using a Turbo Tax Premier Desktop Version on a Mac.

 

I cannot figure out how to access the question or form where I would enter which states it came from.  I live in Massachusetts, and will need to enter how much came from Massachusetts and how much from elsewhere.  I have tried using both the Step by Step format and looking at the Format.  How do I navigate to the right place in Turbo Tax to enter the necessary information?  Thanks.

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4 Replies

1099-INT Tax Exempt Interest

To enter state-exempt interest in TurboTax (1099-INT Box 8 or 1099-DIV Box 12), enter the form data, then look for a follow-up screen asking if the interest is from a specific state or "More than one state"

. Select your state for that portion to ensure it is not taxed on your state return, and label remaining amounts as "More than one state".

1099-INT Tax Exempt Interest

My 1099-INT was imported electronically.  I cannot find or access any follow up screen at all.  How do I get the follow up screen to come up?  Thanks!

1099-INT Tax Exempt Interest


@user17742928234 wrote:

My 1099-INT was imported electronically.  I cannot find or access any follow up screen at all.  How do I get the follow up screen to come up?  Thanks!


To enter, edit or delete interest income received -

Click on Federal Taxes (Personal using Home & Business)
Click on Wages and Income (Personal Income using Home & Business)
Click on I'll choose what I work on
Under Investments and Savings
On Interest on 1099-INT, click on the start or update button

1099-INT Tax Exempt Interest

Thanks, I was finally able to get this to the necessary screen.

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