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3 replies

Level 15
June 2, 2019

Tax-Exempt Interest and Dividend income will appear on Line 2a of your federal Form 1040 tax return.  Tax-Exempt Interest is reported in Box 8 of Form 1099-INT, Interest Income.  See the screenshot attached below for where to find this in TurboTax.  Tax-Exempt Dividends are reported in Box 11 of Form 1099-DIV, Dividends and Distributions.  You will report this in the 1099-DIV section of TurboTax.

Please read this TurboTax FAQ for additional information about entering a 1099-INT form: Where do I enter Form 1099-INT?

Please read this TurboTax FAQ for additional information on how to enter a 1099-DIV in TurboTax Online: Where do I enter my 1099-DIV in TurboTax Online?

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Level 2
March 27, 2021

Where and how do I enter Tax-Exempt Interest dividends

Level 14
March 27, 2021

If you have not filed, here are the steps:

 

In TurboTax online,

  • Sign in to your account, select Pick up where you left off
  • At the right upper corner, in the search box, type in 1099div and Enter 
  • Select Jump to 1099div
  • Follow prompts

Tax-exempt interest dividends will show on line 2a for reporting purposes on your Form 1040.