State tax filing

@darla1 

 

(Later NOTE: Starting with 2022 Federal taxes, tax-exempt dividends were moved to box 12 of a 1099-DIV.

This post refers to 2021 1099-DIV forms)

 

(IF you live in CA, MN or IL, there are severe restrictions on whether you can break out your own state $$ and any US Territory Bond interest from box 11 of a 1099-DIV form

............and note that Rachel's answer above is actually used for breaking out US Treasury bond interest that is included in box 1a of a 1099-DIV form, and not for State and US Territory bond interest in box 11 of the -DIV form)

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So....For states that have an income tax

 

The actual allocation of box 11 $$ on a 1099-DIV to your own state, or any US territories, is handled on one of the pages following the main 1099-DIV form...see the examples below for an NC resident:

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1099-DIV_TaxExempt_State_1a_Online.png

 

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1099-DIV_TaxExempt_State_1b_Online.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*