Form DIV worksheet, box 10 won't accept NY for state where dividends were earned? Please help.

[SteamTrain · Accepted solution]

go back to the actual form 1099-DIV...if you aren't already.

The state is not the state you earned them in....it is the state that issued the bonds held.....i.e. which state did the tax-exempt interest come FROM .  

1099-DIV forms are usually from Mutual Fund collections of bonds, and usually, the selection is from the end of the list of states, or "More than one state"
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But it is possible that you invested in a mutual fund that contained almost exclusively NY-issued bonds....even so, the Mutual Fund may contain some non-NY bonds and you may need to break out the NY-Only $$ amounts as shown below  (example is for NC bonds for an NC resident)