Hi surfer!
I suspect the issue is the entries (or missing entries) for tax exempt interest. When you enter (or import) your investment income, if there is tax exempt interest included on the 1099-DIV, TurboTax Online asks additional follow-up questions about which state(s) the interest is from. You must specify how much is for New York vs other states, because NY exempts interest from NY, but taxes other municipal interest. This information is usually provided by the financial institution, often as a supplement to the 1099. I'm guessing you may have indicated it was all from NY, when, in fact, some of it was from other states.
I do hope this helps answer your question. Thank you for participating in our Ask The Expert event today!
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
