Question

1099-INT for Treasury not excluded on State return

Forum|Forum|1 year ago
February 27, 2025
1 reply
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Hello,

I have a weird situation producing this weird question. I got a 1099-INT from Treasury for 30k interest (box3) and a 1099-INT from Fidelity with 3K (box 1)interest and 12k (box3) interest.

Weirdly on the state return, only 30K is being deducted from AGI, it doesn't capture the 12k. I can obviously override and manually put it but it defeats the purpose of the software.

TT support has been scratching hard to figure out the issue--

Anyone encountered a similar issue?

Any help from experts will be much appreciated!!

Many thanks guys!

K

KeshaH

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, if any, that are included on the return.

R

rbatra311Author

Thanks. I did that over a month ago-- but no response ever came after multiple calls to the TT

SusanY1

If you could share the code again here (a screenshot works best), we promise to take a look and get back to you here. Here in the Community we don't have access to information from any calls you may have had previously, but we can take a look here, and forward any issues discovered to developers.

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