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New Member
posted Jun 7, 2019 3:00:44 PM

How do I exclude interest income from a saving bond from my state taxes?

I cashed some savings bonds but didn't get a 1099-INT, but am planning to add the interest income as though I did.
If I understand correctly, I shouldn't pay state taxes on this income. How do I exclude it from my state return?

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1 Best answer
Level 15
Jun 7, 2019 3:00:46 PM

TurboTax (TT) will handle that automatically when you put the interest in box 3 at the 1099-INT screen. TT will put it on the appropriate line on your state's tax form

5 Replies
Level 15
Jun 7, 2019 3:00:46 PM

TurboTax (TT) will handle that automatically when you put the interest in box 3 at the 1099-INT screen. TT will put it on the appropriate line on your state's tax form

New Member
Jun 7, 2019 3:00:47 PM

turbotax reduced the amount of  box 3 with no explanation when carrying this amount to Maryland 502 return, via 502SU (subtraction from Income).  Adjusted  gross income from fed. was less than $150,000 filing joint return.  Should be no reduction in interest deduction  of Fed. Adj. Income.

New Member
Apr 13, 2023 10:27:36 AM

I have interest income from treasury bonds (listed in box 3 on 1099-INT).  I've entered the amount in box 3 but Turbo Tax didn't exclude this interest from my income on my state return.  How do I get it to correct the state return?

Expert Alumni
Apr 17, 2023 11:54:23 AM

Please clarify your question. What state are you filing?

 

@LauraB99 

New Member
Apr 17, 2023 12:59:02 PM

I'm filing in Michigan.

I figured out that TurboTax was doing the right thing but it didn't look like it.  When I got all the way to the end to review my tax forms before submitting them, the Michigan forms in the packet included a blank Schedule 1 (Additions & Subtractions to Income).  I thought that meant that the bond income info wasn't entered properly on the state forms.  Then I finally scrolled past the blank Schedule 1 and found a Schedule 1 that was properly filled out.  Whew!