State tax filing

Non-taxable bond interest is reported in either box 8 of a 1099-INT, or box 11 of a 1099-DIV.

1) A 1099-INT is used for individual bonds you own and you break out interest from the CA ones (and any US territories, like Puerto Rico) on the follow-up page after the main 1099-R form:

Example for an NC resident: 

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2) OK...NOW...if you are talking about CA interest from Bond Funds...those are reported on a 1099-DIV in box 11.  AND for CA, you can only break out the CA portion if the Bond Fund had a certain minimum holdings...otherwise you cannot break out he CA interest at all.  That limit is that the bond fund must hold at least 50% of the fund’s assets in CA tax-exempt bonds.   So far, I've only seen that for bond funds that specifically label their fund as being a CA bond fund...but that's something you would have to determine.

The follow-up page after the main 1099-DIV form, with box 11 $$ looks very similar to the 1099-INT follow-up page and you would enter your calculated CA amount similarly.....But if you didn't hold a fund with the minimum CA holdings, you would tag the entire amount as "Multiple States"

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