How do I get TurboTaxOnline to report Tax-Exempt Dividends on my Ohio state return?

Forum|Forum|1 year ago
March 27, 2025
2 replies
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I have broken out the Ohio interest on the 1099-INT for my federally tax exempt bond fund and put the rest in Multi State, but the non-Ohio amount does not appear on the generated Ohio Schedule of Adjustments, Line 1 "Non-Ohio state or local government interest and dividends". The non-Ohio amount should appear in this line.

Best answer by SteamTrain

@foxhunterparadise

On the follow-up page that asks about what states the Tax-Exempt dividends/Interest $$ came from?

Some people have been;

1) Selecting the first bullet point and improperly selecting it as being OH..

....just before...

2) Selecting the second bullet point to properly divide the $$ up to OH , and the rest as "Multiple States"

________________

IF #1 is set to OH...that messes up #2...so make sure that bullet point #1 is set to "Multiple States", before doing the full breakout for #2. (perhaps that happens mostly for folks messing around in Forms Mode, and setting OH in a specific line where it doesn't belong)

___________________

Also, don't forget that any US Territories can also be broken out separately for not being included in Ohio taxes. Usually that's just Puerto Rico (PR), but sometimes includes Guam (GU) .

(((I haven't seen anyone needing any of the other US Territory bonds in ages)))

AmyC

Employee

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:

Delete the form 1099-INT, see How to Delete
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 browse
- Sign in using a different device.
Log back into your return.
- Enter the information again.

Desktop version:

Delete the form 1099-INT
Save your return while closing the program. Let the program sit for a little while. Really.
Update the program
Open
Enter the information again.

Clearly you can see your forms and know the non-Ohio should be showing on your Schedule of Adjustments. This should be carrying to your OH 1040, line 2a. Something in the form entry, maybe it was imported, is not working properly.

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SteamTrainAnswer

Employee

@foxhunterparadise

On the follow-up page that asks about what states the Tax-Exempt dividends/Interest $$ came from?

Some people have been;

1) Selecting the first bullet point and improperly selecting it as being OH..

....just before...

2) Selecting the second bullet point to properly divide the $$ up to OH , and the rest as "Multiple States"

________________

___________________

Also, don't forget that any US Territories can also be broken out separately for not being included in Ohio taxes. Usually that's just Puerto Rico (PR), but sometimes includes Guam (GU) .

(((I haven't seen anyone needing any of the other US Territory bonds in ages)))

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

foxhunterparadiseAuthor

Both responses to my question were useful. Thanks to both responders!

The first suggestion (to delete the 1099 and clear browser cache) fixes this problem and as well as many others in TT. The issue is that things you type while "exploring" TT options that you don't ultimately stick with (like whether to split tax exempt interest into specific states) are retained by TT and can confuse things downstream, especially with State returns.

The second suggestion (to force "Multiple States" into the first option and then back out and select the second option to fill in its appropriate values) also fixes this problem and without having to re-enter then entire 1099. It's less generally-applicable to other TT misbehaviors, but it took so much less typing, I prefer it.