- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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?
March 12, 2025
9:18 AM