Retirement tax questions

For small amounts in box 11 of a 1009-DIV or box 8 of a 1099-INT it usually easiest to select "Multiple Staes" from the very end of the pop-up list of states.

 

Otherwise, for a 1099-DIV form, you have to use separate lists from your Broker/Mutual fund to calculate the exact amount from your own states bonds and break that out.

 

IF in box 8 of a 1099-INT, you have the supplemental information sheet to break out any interest from your own state's bonds....and Multiple States for all of the rest.

 

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IF you don't break out your own state:

 

1099-DIV_TaxExempt_State_Online_1.png

 

 

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IF you "choose" to break out your own state's $$ AND have figured out how to calculate the proper amounts:

 

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.*