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State tax filing
You choose "Multiple States"......especially for anyone living in a state without an income tax (like TX).
Primarily, the selection only has an effect on people who live in states with an income tax..but TTX insists on a selection
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For any mutual funds you own, that produce $$ in box 12 of a 1099-DIV.....that Fund does have to provide a state breakdown...but you usually have to get it separately from their website.
For example: Look at the first PDF that Fidelity provides here (labelled: Tax-Exempt Income from Fidelity Funds:(
Fidelity Mutual Fund Tax Information - Fidelity
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 25, 2025
1:11 PM