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@jeffm5 

 

NO...you do not select MI.

 

1) Easiest:  if $$ in box 12 are less than (say)$200-or-$300, you just scroll to the bottom of the list of states and select "Multiple states"   (yeah...dumb...your one state is "Multiple states").

 

2) OR.....yes, you'd have to press Schwab for some listing for each bond fund you own.

(For an example:  See the first PDF file that Fidelity publishes for their funds here  Fidelity Mutual Fund Tax Information - Fidelity     )

 

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If you do go to try route #2:  You select the second bullet point, and then a series of boxes shows up, where you only break out your MI-related sub portion of the box 12 $$, and any US Territories, and the remainder of box 12 $$ is what remains and is lumped together simply as "Multiple States".

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See an example below for an NC resident:

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1099-DIV_TaxExempt_State_Online_2.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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