Get your taxes done using TurboTax

Vanessa, thanks for the update.  I believe I have found the problem but do not understand why it occurred.

 

In the 1099-DIV Box 12 section (Exempt-interest dividends) at the bottom there is an entry for "where the dividends were earned".  For 2024 that box was NY whereas in prior years it was XX.  I changed it to XX which caused the state ID in the relevant entry of the Sch. B  Dividend Income Smart Worksheet to change from NY to XX and the NY IT-201 line 20 to be correctly updated.

 

Do you have any idea where that "where the dividends were earned" data comes from?  

View solution in original post