Is there an update on this? I have an underpayment penalty so want to file ASAP and this is holding me up.
I think the problem lies in Sch B.
Looking at my 2023 Sch. B Dividend Smart Worksheet the state ID for the exempt dividends is XX whereas in my 2024 form it is NY. For both years the 1099DIV has the exempt amount correctly split up between NY and XX. The state ID in Sch. B cannot be altered.
Maybe I did something to cause this but I do not know what since the 1099DIV shows the exempt amount correctly split.
How do I get past this?
