State tax filing

@jmmcgla 

 

Please continue to explain how you pulled out the NM-exempt $$ when you entered the 1099-DIV form

 

If box 11 on the 1099-DIV was ALL from that Bond Fund, then you had to break out the the NM-exempt amount.... so you should have entered on the follow-up page  (say it was $100 total in box 11):

 

NM      $0.65

PR      $0.52

GU     $0.15

Multiple states   98.68

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( But amounts at 0.49 or less may round to zero....so I'm not sure how the software handles that )

So a lot depends on what the total $$ were from that Vanguard fund for your account

.......if you had less than $100 in box 11, then it may not be worth your effort to bother breaking out the $$ as it could all round down to zero deducted from NM income on line 6 of the ADJ.  (Just say it was all from "Multiple States" in the top box).

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Side note...if that 1099-DIV has no $$ in either one of  boxes 1a, or 2a, you'll need to put a zero in box 1a....at least until they get a certain bug fixed...but a zero doesn't hurt if placed there. 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*