Turbotax not transferring all tax-exempt dividends to Montana state return.

[Lowkey5]

I have 3 separate 1099-DIV forms (my brokerage account, my wife's brokerage account, a joint brokerage account) with tax-exempt interest shown on each.  In TurboTax Premier I've entered the tax-exempt income for each 1099-DIV separately and checked the box "I earned tax exempt dividends in more than one state".  In the drop down menu, I selected "More than one state" and entered the tax-exempt interest earned in my state (Montana) and the amount earned in all the other states combined.  When I look at the Montana return, the only tax-exempt interest from these three 1099's that is being carried forward is the amount from the joint 1099-DIV form.  Both the Montana and the Federal return are being filed as "married filing jointly."  I've tried changing the "Ownership" of the forms from "taxpayer" and "spouse" to "joint" and it makes no difference.  Only the amount on the one 1099-DIV is being transferred to the Montana return.  Any advice on how to correct this issue would be appreciated.  Thanks!

[AmyC · Accepted solution]

It seems that you understand the program and the tax situation. Sometimes multiple of the same tax form will create a piece of data that gets stuck. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). You may need to delete one of the forms that isn't carrying, or both of them. Keep the one that is carrying the information correctly. You may need to do this between each form adding them back.

For stuck information follow these steps:

Online version:

1. Delete the form/ worksheet- if possible, see How to Delete  
2. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
3. Log back into your return.
   • Enter the information again.

Desktop version: 

1. Delete the form
2. Save your return while closing the program.
3. Update the program
4. Open
5. Enter the information again.

[Lowkey5]

Hi AmyC,

I followed your steps for the desktop version and it corrected the problem.  Thank you very much for the help!

Obviously, it would be best if the software simply worked as expected as I could have easily relied on the "guaranteed 100% accurate" calculations and missed the issue.  Hopefully, someone on the programming team will take a closer look and correct the problem.  Not complaining, just saying.  😀

Thanks again for your help and have a great day!

[drm_sandiego]

I have a similar problem with my 2024 California return.  I have done multiple saves after data entry, shut down the program and restarted, downloaded updates faithfully, shut down the computer and restarted, deleted and re-entered selected1099 docs that I thought might be an issue.  Still incorrect.

"Stuck data" is corporate-speak for "software error", which is what is causing the problem.  

I am not happy about having to delete and re-enter the data for my eighteen 1099 documents, but I'll probably do it.  And if the program still doesn't calculate correctly, I'll end up papering over the problem by entering adjustments on Line 12 of the CA Interest and Dividend Adjustments Worksheet.

Dear Intuit, please investigate and fix this problem.

[BrittanyS]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)