Question

Can't get state tax exempt interest-dividend to report properly on PA return.Have selected more than one state;then PA in dropdown & multiple states in next dropdown-BUG?

Forum|Forum|6 years ago
March 7, 2020
2 replies
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TurboTax Premier Online

Employee

I'd suggest calling Customer Support and get them to check it out. Need someone who has eh PA software to check it out. I know the PA software had a similar issue a few years ago...maybe it's back:

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

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

M

mstuart1151Author

Thanks - I called. They are working on it to resolve.

AmyC

Employee

Unfortunately, it is not scheduled for release this week.

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A

Anonymous

This is apparently STILL a bug for 2021. After listing out all 50 states worth of exempt-interest income separately from box 11 in the federal section, the PA state form is pulling the full 1099-DIV box 11 number AND then insisting it should not be tax exempt (neither being right). When I talked to customer support, I was told I'd be forwarded to someone who could help, then my ticket was closed. Not sure where to go from here.

SteamTrain

Employee

@823421

CALL THEM AGAIN don't give up..it has to be corrected.

_________________________
BUT first...do NOT single out every state, you only single out your Own state and any US territories, and the remainder is lumped together as "Multiple States" (if using the online software or "More than one state" if using the Desktop software.

Example for a 1099-DIV with box 11 at $1000, and a resident of PA

PA...............................$150

PR.................................$50 (where PR=Puerto Rico)

Multiple States..........$800

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

A

Anonymous

Thanks! That is much easier to input. Wish I'd noticed "multiple states" before. Sadly - making that update did not fix the PA state pull over amount glitch - but still pleased to have figured that out.