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March 8, 2025
Question

why are my dividend and capital gains distributions more than doube on my state from from my federal

  • March 8, 2025
  • 1 reply
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how are dividend and capital gain distributions calculated for state returns

    1 reply

    March 17, 2025

    If you'd like, we can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

     

    If you're using TurboTax Online:

    Once you're logged in to your account,

    - on the left hand panel, click on Tax Tools and then choose Tools

    - on the pop up window, select Share my file with Agent

    - you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

    - click okay and you'll get another message with a token

     

    If you're using TurboTax Desktop:

    • Click on Online in the top menu of TurboTax Desktop for Windows
    • Select 'Send Tax File to Agent'
    • Write down or send an image of your token number and state then place in this issue.
    • We can then review your exact scenario for a solution

     

    Please reply to this message with your token so that we can further assist you. Let us know all other states that are included on the return.