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Get your taxes done using TurboTax
The follow up "question" in TurboTax (TT) after entering the 1099-Div, is "tell us if any of these UNCOMMON situations apply to you"
Rule of Thumb: if you don't know that they DO apply; then they don't.
If you have a tax exempt mutual fund; and you don't know what state(s) the interest/dividends are from, you answer "More than one state".
‎June 4, 2019
2:32 PM