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.*