Thank you for your reply. Let me give you some more specific information in order to see if you have any additional advice before I file (I am on extension). The instructions (page 9) for 2024 NYS IT-201, line 28, subtractions from Federal AGI, state the following:
"If you include an amount on line 28 from more than one line on
Form IT-201, submit a schedule on a separate sheet of paper
showing the breakdown from each line."
In 2024 I received interest on US Treasury obligations (exempt from NYS tax) reported on IT-201, line 2, Interest and, for such interest comprising dividends from qualifying funds, on IT-201, line 3, Dividends.
The interest on US Treasury obligations reported on line 2 and that reported on line 3 are combined by Turbotax and the total is subtracted for NYS purposes on line 28. I have the schedule called for by the above instruction but Turbotax does not provide an option to attach it to my eFile (NYS requires eFile) even though I have indicated in Part VIII of the NYS Info Sheet that I have a schedule to attach.
Question: In this situation does Turbotax not provide an option in eFile to attach a schedule or am I just not seeing how to do it?
Thanks again.
