rchead037
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Thanks! Yes, that all seems correct. My mutual fund company sends such an insert (or the data is searchable online, though you have to poke about a bit, sometim...
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Thanks for the tips. I went back and checked, and the detailed info was not entered in the 1099-B forms involved (they were downloaded, and I answered all inter...
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Worse than that, the California determination seems to muddle dividend income that is (or is not) tax-exempt with interest income that is (or is not) tax exempt...
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As noted in another comment, California exempts dividends and interests from funds only if they hold 50% Federal and California bonds.The transfer of Federal in...
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CORRECTION:No personal IRA if you are "eligible to participate for [a defined benefit] plan year ending with or within the tax year.:But for a SEP, SIMPLE, SARS...
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- Posted Re: Entering Tax Exempt Interest Dividend for my state. on Get your taxes done using TurboTax. March 26, 2023 8:57 AM
- Posted Re: TT asks if I am "covered by a retirement plan at work". What precisely is meant by "covered .... on Get your taxes done using TurboTax. February 13, 2023 1:41 PM
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