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State tax filing
If you are talking about tax-exempt dividends in box 13 of a 1099-DIV form,......If you can't find the Mutual fund's breakdown, you just go to the end of the list of states in the pulldown menu and select "Multiple States'.
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IF you find the breakdown on the mutual fund's website, you need to calculate it yourself...but if you do, you only use yoru own state, any US Territories, and all the other sates are lumped together as one value for Multiple States.
(Exceptions:..CA and MN restrict whether you can do a state-breakdown at all for Mutual Bond funds...IL doesn't allow it at all and requires you to select "Multiple States")
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Different rules apply to the box 8 $$ on a 1099-INT.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 2, 2023
1:59 PM