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linduca1216
Level 6
October 6, 2026
Question

Where to adjust for dividends reportable but not taxable in home state ?

  • October 6, 2026
  • 3 replies
  • 13 views

Invesco High Yield is taxable on federal.  There are some earning from state obligations that would not be taxable on state level.   Where on the worksheet do I enter that amount?

3 replies

Jim-from-Ohio
Jim-from-OhioIntuit Community Champion
Intuit Community Champion
October 6, 2026

Look in the state module.. maybe a schedule of adjustments.. (that is how it is for ohio at least)

Terry53029Intuit Community Champion
Intuit Community Champion
October 6, 2026

when you are on schedule B filling out the dividend info, just double click any box, and a new worksheet pops up. Scroll down to  line “C” fill in info for your client. You can press F1 for helpful hints 

    linduca1216Author
    Level 6
    October 6, 2026

    That’s where I was hunting but thought since it wasn’t reported as tax-exempt i couldn’t use that spot.

    I must just be getting totally fried and  ….have more returns to do… ugh!  (Computer issues that were awful)

    Thanks~

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