State tax filing

1) Easiest answer/procedure...just select "Multiple States" in the top box and move on..

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2)  More complicated process ( which you are not required to do, but can do if it actually saves you some state taxes, of course, it may not save you anything).

You have to take the supplemental information about the bond fund, or funds you owned , and calculate the exact amount of exempt interest that came from your own state's bonds...so if one of your Bond funds issued $1000 of exempt-interest, and your state produced 2% of that, then you can break up the $1000 as $20 from your state, and $980 from the rest....that could save you a whole $1 in state taxes......but again, you have to calculate those exact amount yourself, and keep a record of those calculations in a tax folder.

(note, for a 1099-DIV, box 11, this is not allowed by Illinois, and residents of CA & MN have severe restrictions on when it is allowed.  Utah residents can also include bond exempt-interest from a a few other states).

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An example for an NC resident is as follows: