State tax filing

Correct, you would only list CA, and any US territories separately....the remainder is just "Multiple States"

 

BUT...you must calculate the exact $$ amount yourself, from whatever information the Broker/Mutual fund provides. 

(CA does have a limitation, for any individual fund you own, it must hold at least 50% of it's assets in CA-bonds, otherwise you can't break out the CA$$ from that particular fund)

 

Here is an example for a NC resident:

 

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.*