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State tax filing
Thank you for your response. Both of my fund companies have a box 1a. In their guideline documents they have a percentage listed for each fund and the instruction to take that as percentage of box 1a. TT then simply asks for that amount per fund. That situation is why I ask my question.
I'm thinking of using the detail section of the consolidated 1099-DIV to break out what a box 1a should be for each fund and then report the sum of the exclusion amounts and report that for the consolidated 1099-DIV government exclusion.
‎February 8, 2026
11:07 AM