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Is there an easier way to enter all the states from which my mutual funds have received exempt-interest dividends? The user interface if very inefficient and bogs down.

Forum|Forum|6 years ago
February 21, 2020
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Best answer by mglauner

The only state you are concerned about is your Resident State, where you could get a tax break.

You could enter that state separately and enter XX as the state code for the other states' totalled together.

Click this link for more info Exempt Interest Dividends from Multiple States.

M

mglaunerAnswer

The only state you are concerned about is your Resident State, where you could get a tax break.

You could enter that state separately and enter XX as the state code for the other states' totalled together.

Click this link for more info Exempt Interest Dividends from Multiple States.

B

bob22Author

Thanks Marilyn,

Being a retired computer guy, it just really irks me how inefficient the code is on this entry screen. Once you get past 5 states, it takes minutes to enter the next five, and the time increases the more states you add. You eventually get messages about a long running script executing. Literally took me 2 hours to enter all 50 states.

From what you're telling me and the link, I should just enter PA and group all the other states and a single line item. Sounds like sound advice.

Thanks again.