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Retirement tax questions
I finally figured this out. You need to take your total tax exempt interest as reflected on line 8 of your 1099-INT, subtract the amortized bond perium on line 13 of your 1099-INT and then add to this any tax exempt dividends as reflected on on line 11 of your 1099-DIV. The IRS 1040 instructions explain this well.
‎April 5, 2020
4:16 PM