@SteamTrain
Thanks, AFAIK the SS benefit is included in Federal return at line 6. Total income falls below the MFJ limit of 150,000. The only other requirement of the exclusion is that the taxpayer be a resident of NM.
The Turbotax NM SS exclusion still eludes me, and the only conclusion I can reach is that TurboTax isn't presenting the new NM SS exclusion correctly when all other factors are present and correct.
Appreciate the help.
