Get your taxes done using TurboTax

Choice #1  (simplest for that low amount): go to the bottom of the list of states and indicate "Multiple States"  for all of it (desktop software uses the term "More than one state" ).

 

Choice #2  :  Break out the sub amount for your own state, and any US Territories (like Puerto Rico)...to do this  You have to talk to your broker to find out where the listing is for  whatever funds you own, and calculate the amount yourself  to do the breakdown.

 

Example: if you were a NC resident, and had $1000 in box 11 of a 1099-DIV from only one bond fund, and the broker/fund indicates that 2% of that came from NC-muni bonds.  Then 2% of 1000 = $20, and a breakout might save me ~$1 in NC taxes since NC taxes income at ~5%.  A lot of work for little return..and if multiple funds contributed to the box 11 value on a 1099-DIV, you have to calculate the amount separately for each.

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Note:  MN and CA residents have severe fund restriction on whether a state breakout is allowed for box 11 $$ on a 1099-DIV form.  For IL residents, it isn't allowed at all .   

 

CA, MN and IL are allowed a state breakout for any $$ shown in box 8 of a 1099-INT form since those are individual bonds, and not bond funds

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Here's and example of an NC and US Territory breakout for a different NC situation to show how it would look:
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1099-DIV_TaxExempt_State_1_Online.png

 

 

 

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