State tax filing

@ToddL99    Yeah, I have some older prepared responses I have to constantly check into too. 

And now the IRS has changed the state box numbers on 1099-R forms this year. 

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@nslacks 

 

IF you DO happen to have the information about what sub-$$ amount of box 11 came from your own state's bonds...you just break out your own state, and any US territory bonds (like Puerto Rico) and the remainder is just lumped all together as "More than one state" (Desktop software) or "Multiple states"  (Online software)  in the follow-up page after the main form.

(tax-exempt interest in box 8 on a 1099-INT is handled similarly)

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CA and MN have severe limitations on whether you can break out those states amounts from box 11 on a 1099-DIV,  and Illinois doesn't allow it at all for box 11 on a 1099-DIV.

 

They all allow it if the exempt-interest is reported in box 8 of a 1099-INT, but you have to use the form that the fund/brokerage issues

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Example for an NC resident:

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1099-DIV_TaxExempt_State_Online_2.png

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