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Why doesn't the "earned in other states" amount of federally tax exempt dividends carry over to my NY state return? Had the same problem last year.

I needed to use the "Investment Adjustment" for U.S. obligations (which is not technically correct) on my state return to get the correct result.
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1 Reply
Hal_Al
Level 15

Why doesn't the "earned in other states" amount of federally tax exempt dividends carry over to my NY state return? Had the same problem last year.

The screen shots at this post might help with making the correct entries.

https://ttlc.intuit.com/community/state-taxes/discussion/do-i-enter-the-state-in-which-i-live-in-reg...

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