I'm using TurboTax Premier on a PC desktop. How to enter multiple states for tax-exempt dividends? There is a dropdown menu to select states, but only one can be selected. Thanks.
You'll need to sign in or create an account to connect with an expert.
select "I earned exempt-interest dividends in more than one state", see example below
you only need to list states/territories that are exempt in your state (don't overlook Puerto Rico etc) and the balance of Box as "Multiple States". check the outcome on your state taxes but beware the following bug
ah ok. my screenshots are from Mac which looks slightly different but you should have somewhere in the interview where you select that the dividends come from single state or multiple states so try going back to the box entry.
see other comments on this process here which may help
I'm being "guided" throughout, and did not recall any interview asking single or multiple states. Maybe I need to back track.
Here's a screenshot asking about multiple states for tax-exempt dividends in TurboTax Premier.

Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
jackkgan
Level 6
NN24
Level 2
rcampbel54
New Member
amt_blues
Level 3
apt63
Level 1