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New Member
posted Feb 16, 2024 12:55:49 PM

State exempt US Agency bond interest

My 1099-INT form has included the US Agency bond interest which is state tax exempt.  It did break out the Treasury Bond interest but how can I indicate the Agency bond interest so I don't have to pay state tax on that interest?   Can I adjust the line item for "Interest on US Savings Bonds and Treasury Obligations" to include the Agency bond interest?

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2 Replies
Level 4
Feb 17, 2024 7:16:09 AM

For Pennsylvania,  I can go directly to "Interest Income Worksheet", there is a column called "Adjustment Amount", I can simply enter the total of Agency Bond payment, then, for the "Adjust Type", I use "M" - which says "State Use Only".  This is the part I am not sure, The other choice includes "H" - which means Other Adjustment. However, choosing "H" does not give me the full deduction of the agency bond payment (only gives me, like, 90%).

 

Can someone help?

Employee Tax Expert
Feb 23, 2024 10:19:51 AM

Use 'M'.  You are creating an entry for state use only.  That's the proper use of that code.

 

@GreenApple123