Get your taxes done using TurboTax

@cvtd 

That's actually a 1099-DIV......within the consolidated 1099-B.

____________________

For the box 12 $$ on a 1099-DIV

 

1)  "Mutiple States" is the easy selection for the first "one state" bullet point...then move on if you want.   "Multiple States" is selected because (usually) one or more bond funds fed into that value, and the $$ came from bonds scattered all over the country.   (Picture 1 below)

 

OR...for some more work, you can sometimes get a small reduction in state taxes if you break out the $$ that came just form NY bonds, and any US Territories.  BUT, you have to calculate the exact amounts yourself, from whatever supplemental data sheets the Brokerage, or Mutual bond fund publishes separately.

2)  Once you calculate those exact amounts, you select the second bullet point and enter appropriate $$ amounts in the boxes it presents...note the you would only specify NY, any US territories, and the remainder is all just "Multiple States"...(See picture 2 below for a supposed North Carolina resident).   IF the NY and US Territory amount is small ( say ~$20)...it may not affect your NY taxes more than $1 or $2.

______________________

 

1099-DIV_TaxExempt_State_Online_1.png

____________________

 

1099-DIV_TaxExempt_State_Online_2.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*