TT premier 2025 - US treasury interest not showing up correctly in VA return

[dxpaap]

I have TT premier 2025, the community thread describes this issue but not solution I can see.  the Fed 1099-int is entered correctly but (one solution is to check the box "Other" situations, but nothing there relevant and my 1099-int does not have any other info, only  line 3, anyway). The one work around is to add it manually to the VA return, but TTX instructions say the state tax exempt status should flow through, but I don't see that it is (not sure how to see it - not obvious).  so using the "other subtractions from federal income" is the only option I can see, but doesn't feel right according to TTX instructions.  

any insights? or am i over thinking this?

[MelindaS1]

This is reported on a specific part of the Virginia individual tax return, first it goes to Schedule ADJ (for VA state adjustments) line 4 and then the subtractions are added up and pulled over to the VA return form 760 on line 7 so you want to be very precise with how you're entering it into the software - you should be able to see this automatically deducted after you finish your federal and state income entries. 

If you have not completed the VA return interview questions yet, it may not be calculated into the return "bottom line" yet. 

Once you've finished the State Return portion of the program, then you can re-print the PDF of your tax return forms, and check the lines I mentioned above to verify whether the U.S. interest has pulled over correctly, or not. 

Feel free to tag me if the issue persists. 

[baldietax]

I've never had an issue with 1099-INT Box 3 flowing to VA as a subtraction, or seen issue with that in this forum so pls can you point to the threads you're referring to on this, or clarify this is what you are referring to.  It should be hitting VA 760 Line 7.

there is a general  topic for Accrued Market Discount (AMD) on Treasury Notes reported on 1099B that gets reported on Schedule B but is not automatically reflected on state returns, but that's nothing to do with coupon interest (or T-Bills) which should be reported on 1099-INT Box 3.