BobKamman
Level 15

You're just not as obsessive/compulsive as some people.  What's interesting about this question is that it seems to involve amounts where there is no automated matching anyway:  tax-exempt income split by state.  Who cares?  Just have the workpapers available if the state decides to audit the return.  

Has anyone else noticed that 1099's from Merrill Lynch (really, Bank of America, which is just a name that NationsBank bought) always show the state source of tax-exempt income, on the first page if not in the detail at the back, as the taxpayer's state of residence?  Or maybe it's just the state of the taxpayer's mailing address.  

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