@NYres384 Thanks for the tip of the hat!
I am curious to see whether TurboTax fixed the software. As I mentioned, I ended up calling the NYS tax helpline, and spoke to an agent who told me that the exclusion was appropriate in our circumstances. As I said in previous posts, I was never able to get the TT software to pick up the exclusion, so I hand-typed the return and filed it with NY. I received the expected refund. That means we have lost hundreds of dollars using TT over the past four years when we didn't take the exclusion.
No refund, explanation, or apology from TT. I won't use them again. I hope you fare better!
