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posted Jun 6, 2019 4:13:42 AM

How do I tell what state some tax-exempt interest came from on 1099-DIV from Edward Jones consolidated statement?

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1 Best answer
Level 4
Jun 6, 2019 4:13:44 AM

The broker's end of the year statement should have a section showing 2016 State Tax Information on the tax exempt funds you have. If you did not receive it call them and ask for it. You can also find the fund by going to the fund family web site and they will have a tax reports section where they list all of their tax exempt funds and the source of tax exempt income by State.

1 Replies
Level 4
Jun 6, 2019 4:13:44 AM

The broker's end of the year statement should have a section showing 2016 State Tax Information on the tax exempt funds you have. If you did not receive it call them and ask for it. You can also find the fund by going to the fund family web site and they will have a tax reports section where they list all of their tax exempt funds and the source of tax exempt income by State.