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February 13, 2023
Question

TAx Managed fund

  • February 13, 2023
  • 1 reply
  • 0 views

I need help !  Error trying to allocate 148.80 I know the percentage or my resident state. When i enter that amount it turns red.

    1 reply

    AmyC
    Employee
    February 13, 2023

    Can you clarify? Are you trying to enter state exempt dividends? If so, which state? 

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    edketriAuthor
    February 14, 2023

    PA-Tax Managed Fund.  All other states are non resident.

    February 14, 2023

    Enter the total amount for your resident state.  Pennsylvania should then give you credit for the portions allocated to your non-resident state(s).

     

    @edketri 

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