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lb3
Level 1
March 12, 2025
Question

How does one enter state tax exclusions from municipal obligations?

  • March 12, 2025
  • 2 replies
  • 17 views
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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 12, 2025

I know in CA you do it on the California adjustments schedule.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    J
    JOFIIntuit Community Champion
    Intuit Community Champion
    March 13, 2025

    It should be via the Exempt Interest Dividends box.  Let's say you are a Virginia taxpayer with $500 of such dividends, and $50 is allocated to Virginia.  You create one Additional DIV-Info sheet and enter $450 and just put in any state where you are NOT filing a return.  Then you create a second Additional DIV-Info sheet where you put $50 and enter Virginia as the responsible state.  The net effect will be to add $450 of taxable income to your Virginia return above and beyond your Federal MAGI.

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