Accrued interest bug 2024

[kdk2]

Thank you so much for your reply - that is very helpful.

[baldietax]

Thanks for this - good to know not alone on the 1099 splitting and accrued interest tracking.  I've found there's another level to it also for munis, I usually separate the 1099-INT for my state vs. out of state, to apply the correct accrued for state taxes.

[SteamTrain]

@baldietax 

True...so yet another 1099-INT.

I hadn't thought of that (yet) since I haven't bought any of my own state's bonds yet, so it's always been "Multiple States" for all of it on my 1099-INT.   

That's something I'll have to remember if I'm in that situation in the future. 

[kdk2]

I appreciate your response.  I tried to reply to this but had no response.  Your instructions refer to Windows; they don't work on Mac.  And what token do you mean?

[PatriciaV]

In TurboTax Desktop on a Mac computer, choose Share or Help in the top menu.

1. Choose Send Tax File to Agent.
2. You will see a message explaining what the diagnostic copy is.  Click Send on this screen and wait for the Token number to appear.
3. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert who originally requested the token from you.
4. Please include any States that are part of your return - this is VERY important.

@kdk2 

[kdk2]

Tag Expert Patricia V

@PatriciaV

156027393-02146222

@kdk2 

only WA state

[kdk2]

Only WA

@PatriciaV 

[gnest02]

If I send my file to the agent, does Turbo tax charge for a heavy fee?

I think turbotax purposely make the program more difficult and non traceable, also user cannot override the mistake turbotax made.  So they can make more money as an consultant.  It is very disappointed.  I use turbotax for many years, and now I am thinking whether I should continue to use it in the future.