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Federal Tax Exempt Dividends Not Transferring to State Return

Mville

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?

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Comments

Jim_Harman

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?

Boatnmaniac

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?

Mville

Yes, it's a TurboTax question. Almost as soon as I pressed "send" I realized I was in the wrong church, wrong pew. Sorry.