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Sample Excel Import File: 2017 NY Tax Exempt.xls
Import Form Fields:
Field Name | Size | Type | Description | Notes |
---|---|---|---|---|
See Form Filer Common Fields | Filer fields common to all form types. | |||
See Recipient Common Fields | Recipient fields common to all form types. | |||
Percent of Mutual Fund Portfolio Income | 5 | Percentage | Portfolio Percent Attributable to NY, PR, GU, AS, MP, and VI | Round to Nearest Hundredth of Percent |
Issuer/Security Name | 39 | Text | Description of the Security | |
CUSIP | 13 | Number | CUSIP Number | |
Box 1 Amount | 12 | Amount | Exempt Interest | Payments of Interest Income and Interest-Dividends |
NY Tax Exempt Form:
NY Tax Exempt Instructions: 2017 NY Tax Exempt Instructions
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