Thank you Joseph S1 for your reply, but as the original poster has commented, most of these details do not address the actual problem. These are not government obligations directly, but municipal bond mutual funds from regulated investment companies. Although these funds are federal tax free, NY State taxes the portion attributable to non-NY sources (other states). That portion is a NY *addition,* not a subtraction. NY State does *not* tax NY sources and nothing needs to be subtracted.
I have owned this fund for many years and also used TurboTax for many years. I have long split out NY and non-NY amounts in separate entries in order to facilitate this process. The appropriate number is correctly entered in Box 12, Tax Exempt Income and noted as More Than One State. I understand where the number goes and what should happen according to how TurboTax functioned in previous years. This number should automatically transfer to the NY State return *additions* section, but it is not happening yet this year. I imported my data into 2022 TurboTax directly from 2021 TurboTax. All I did, and should need to do, unless something in 2022 TurboTax has changed, is update the number for 2022 figures.
TurboTax is currently showing my additional income of that type as zero, when it is *not* zero. This isn't user error or unfamiliarity with TurboTax on my part. This is a TurboTax glitch that needs to be updated. I hope it will be soon and if you have any information on when that will be, I would appreciate it. Thank you.
