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State tax filing
@jbottiger2367 if you just use "multiple states" alone you may miss some state tax exemption, see post from @Hal_Al you should be able to get the schedule from the fund company (usually their website has a tax center etc) of what % of the dividend is exempt in which states and then you should make entries for:
1. Your home state
2. US possessions (e.g. Puerto Rico) if exempt in your home state (or just put them in and TT state program will determine) - Puerto Rico % are usually relatively high as funds use them to juice returns
3. The remaining % goes in as "Multiple States" and will be an "addition" to income on your state return
‎April 11, 2025
8:48 AM