I live in a state where treasury obligations are tax exempt. I use H&R desktop program but their help screen didn't help enough.
I hope there are some folks here that have a similar need.
I called H&R twice but after starting a conversation, I got disconnected so I hope I can get an answer here.
I know how to enter multiple dividends with the different treasury percentages but don't know if the Payer's name and Account number remain the same on all entries? Can I also summarize the mutual funds with little or no treasury obligations?
Thanks in advance
I hope there are some folks here that have a similar need.
I called H&R twice but after starting a conversation, I got disconnected so I hope I can get an answer here.
I know how to enter multiple dividends with the different treasury percentages but don't know if the Payer's name and Account number remain the same on all entries? Can I also summarize the mutual funds with little or no treasury obligations?
Thanks in advance