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Question

refiling 2023 - Investment income from US government Agencies

Forum|Forum|11 months ago
April 13, 2025
1 reply
0 views

Hi

From 2024 tax return, I am aware of state taxes exempting tax for US government interests that can be derived from money market mutual fund.

I went to redo 2023. I noticed its different. In 2024, it would prompt me to allocate the US government interests to either NY or NJ. In 2023, there is a manual entry for New York under Investment adjustments > Exempt income from US government or exempt by NY law. I filled up the US government Interest and New York Source Portion. Is it correct or is there double count or something I need to do to rellocate?

Thank you

If you entered the US govt interest and the New York portion then everything should be set.

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