Have a complex trust that is not transferring data from 1041 to NY-IT-205 page 2. For some reason when entering the information for dividends there seems to be a drop down box to select US or NY which makes it different from other trusts that don't have the issue of data transferring to NY form.
HELP!!!
Thanks
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Did you select US or NY?
Got it!!
FY NY resident wasn't selected in Client Info - DAH!!!
Thanks
That was going to be my next question. Glad we could help. 😉
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