Sample Excel Import File: 2017 NY Tax Exempt.xls


Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields Filer fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types. 
Percent of Mutual Fund Portfolio Income5PercentagePortfolio Percent Attributable to NY, PR, GU, AS, MP, and VI Round to Nearest Hundredth of Percent
Issuer/Security Name39TextDescription of the Security
CUSIP13NumberCUSIP Number
Box 1 Amount12AmountExempt InterestPayments of Interest Income and Interest-Dividends

NY Tax Exempt Form:

NY Tax Exempt Instructions:  2017 NY Tax Exempt Instructions

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