Federal Tax Exempt Dividends Not Transferring to State Return

Mville Member ✭✭
edited October 2021 in Investing (Windows)
I entered my "% home state" and "% all other states" for my Federal tax exempt dividends, but the "all other states" amount is not transferring to my PA state return. Am I doing something wrong or is this a bug?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Where in Quicken are you entering this information? As far as I know the only selection in Quicken is the "Tax free" checkbox for each security.

    Or is this really a TurboTax question?
    QWin Premier subscription
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited October 2021
    Well, there is a category for State Tax expense but that feeds into the Fed tax W2 form (probably for use in calculating itemized deductions), not for investment income.  In fact, I don't believe Quicken has any state tax forms in it whatsoever.
    So, I must ask the same question as @Jim_Harman :  Is this really a question regarding TurboTax?

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

  • Mville
    Mville Member ✭✭
    Yes, it's a TurboTax question. Almost as soon as I pressed "send" I realized I was in the wrong church, wrong pew. Sorry.
This discussion has been closed.