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State tax filing
I have a 16-page tax reporting statement from the broker. The Form 1099-DIV section for line 11 shows tax-exempt interest dividends, $385.80. Following your guidance, I went to the supplemental details in the back of the tax reporting statement. for the source of the dividends. All I found was the name of the company ( a municipal income mutual fund), and a series of dates when dividends were posted.. There was nothing that would help me answer the question: Which state(s) are the dividends from? On the company's website, I found the fund's portfolio. There are 41 states listed (plus others from outside the U.S.)! So now I could select as a response (1)"I didn't receive the information you're asking me for," (2) "There is more than one state", or (3) risk that $385.80 might be considered "insignificant enough", particularly with my state income tax return to skip through scrutiny without some dire outcome. Any of these alternatives is unacceptable,in view of the time and frustration I've experienced in attempting to sort out a convoluted situation I did nothing to create. Is there some workaround you could propose?