@SteamTrain wrote:
Did have one person the other day for Indiana, who insisted the Indiana breakout didn't work, in that the "Multiple States" dividends didn't add back to the Indiana tax return......but instead there was an Indiana interview section that the taxpayer had to specifically include the Other state dividends before they were added to Indiana income.
I had this same issue when filing 2019 returns for New York. The tax exempt interest entered on the 1099-DIV would never seem to carry over to the New York return as an adjustment increase, no matter how I entered the data on the federal side (tried splitting appropriately with New York + "Multiple States", entirely as "Multiple States", and entirely as a Non NY state). I didn't see any specific interview questions in the New York return interview that helped to fix this though.
However, I did find that I was eventually able to get things working by finding an alternate 1099-DIV entry form that was buried in the Topic List view found under "Tax Tools" > "Tools", and clicking the entry in the Federal Taxes subtree that corresponded to the 1099-DIV with the tax exempt interest on it. Navigating in this manner brought up a slightly different version of the 1099-DIV entry form than the one presented through the normal interview UI navigation (I think it matched the appearance of the pre-2019 version), and after saving the correctly entered data with the NY + "Multiple States" split on this version of the form, the entry was immediately carried forward to the NY return and the displayed dollar amount up top for the State was visibly affected.
I double checked this in the final result of the output state return, and saw that it finally correctly populated the expected field (IT-201 (2019) Line 20: Interest income on state and local bonds and obligations (but not those of NYS or its local governments)).
