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February 17, 2025
Question

State tax exclusion for federally tax-exempt interest dividends

  • February 17, 2025
  • 2 replies
  • 0 views

TurboTax does not allow me to enter this value.  It still allows me to allocate these dividends to multiple states, but when I click continue it takes me back to the "pulling in investment screen".  In previous versions, it asked if exempt interest dividends needed to be adjusted.   How do I get this exclusion value into TurboTax?

    2 replies

    AmyC
    Employee
    February 22, 2025

    A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).

    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.
    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    joe1941Author
    February 22, 2025

    Thanks so much for your reply!