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"Choose the state where your tax exempt dividends came from"--how do I know?

 
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RichardG
New Member

"Choose the state where your tax exempt dividends came from"--how do I know?

If the tax-exempt dividends come from a bond fund, usually the fund administrator includes a list of states in the materials that accompany the 1099-DIV form.  If you don't have that list, you can usually find it on the website for the mutual fund company.

Unless you purchased a bond or bond fund for a particular state, it's likely the dividends came from multiple states, in which case you can select More than One State at the bottom of the drop down list.

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RichardG
New Member

"Choose the state where your tax exempt dividends came from"--how do I know?

If the tax-exempt dividends come from a bond fund, usually the fund administrator includes a list of states in the materials that accompany the 1099-DIV form.  If you don't have that list, you can usually find it on the website for the mutual fund company.

Unless you purchased a bond or bond fund for a particular state, it's likely the dividends came from multiple states, in which case you can select More than One State at the bottom of the drop down list.

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