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taxexempt dividends in 2025 desktop

unable to input or handle Federally and NY State tax exempt Dividends from Invesco Muni fund.

 This is in desktop 2025 Turbo tax Premier.

 also last year the data was auto inputed from Vanguards consolidated tax pdf download and properly inputed and calculated by TT 24 premier in Windows.

 This year none of the above from the downloaded PDF from Vanguard . The proper data is in the down load.

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4 Replies

taxexempt dividends in 2025 desktop

can you clarify the issue - is it not populating the boxes or are you talking about the supplemental info to breakdown the state %s.   either way at this point if you have an issue with an imported 1099 I think the advice will be to just delete it and input manually, they only take a few minutes to do.

taxexempt dividends in 2025 desktop

Sounds like @ralphevelarry  is having a situation similar to mine.  The data in 1099-DIV is correct but TurboTax is not filling and transferring the data correctly into the NY State part of the program.

I posted a similar question here:

https://ttlc.intuit.com/community/state-taxes/discussion/1099-div-tax-exempt-dividends-box-12-not-pr... 

 

taxexempt dividends in 2025 desktop

sounded like @ralphevelarry was having issues getting or inputting the %s to begin with, no response so I assume they resolved it

 

@jtaxuser your issue is clearer, I replied on the other thread

taxexempt dividends in 2025 desktop

Thanks @baldietax .  Will check that threat and report there.

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