TurboTaxOnline not reporting Tax-Exempt Dividends on Ohio state return.

Forum|Forum|1 year ago
March 24, 2025
1 reply
0 views

My 1099-DIV has an amount in box 12. That tax-exempt interest amount shows up as it should on my federal tax return (1040-SR) on line 2a.

At "Tell us more about your exempt-interest dividends”, I checked “I earned exempt-interest dividends in more than one state."

I entered the calculated exempt-interest dividend amount for “Ohio" and the rest for "Multiple States”.

On my Ohio tax return the Multiple States amount should be entered on the Schedule of Adjustments, Additions, line 1 “Non-Ohio state or local government interest and dividends”. No amount is entered there which means the non-Ohio dividends are not being taxed by Ohio as they should be.

How can I correct this? Do I need to purchase the desktop version (both federal and state) of TurboTax so I can access forms? If so, I should be reimbursed for the money I spend on the online versions.

TurboTax Premier Online

Best answer by baldietax

sounds similar to this issue, suggest re-inputting your 1099 from scratch and see if you get the correct the state tax treatment then delete the other one.

With this other issue it seems there is some additional state setting which can get messed up under some condition, not sure what; you can see the code in desktop forms mode but who knows and I would hope you don't need to switch to desktop to resolve this. re-inputting 1099s seems to cure issues that come up especially if they were imported.

https://ttlc.intuit.com/community/taxes/discussion/re-1099-div-box-12-exempt-interest-dividend-for-determining-state-exemption/01/3580982#M1323252

baldietaxAnswer

sounds similar to this issue, suggest re-inputting your 1099 from scratch and see if you get the correct the state tax treatment then delete the other one.

https://ttlc.intuit.com/community/taxes/discussion/re-1099-div-box-12-exempt-interest-dividend-for-determining-state-exemption/01/3580982#M1323252