State tax filing

It is done on a follow-up page where you entered the 1099-DIV form in the Federal area.

 

BUT, you have to calculate the exact $ amount yourself, using the % values for each Mutual fund, and the dividend distributions specified in the Supplemental Details sheets in your consolidated Fidelity 1099-B.

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So you go back and edit the 1099-DIV, and on a follow-up page you break out your NY $$ (and any US Territories Puerto Rico, Guam, US Virgin Islands)...as shown below using NC as an example:

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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.*

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