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Turbotax asks what state my exempt-interest dividends come from in Box 10 of my 1099-DIV. Vanguard doesn't have this information. Where am I supposed to get it?

 
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Turbotax asks what state my exempt-interest dividends come from in Box 10 of my 1099-DIV. Vanguard doesn't have this information. Where am I supposed to get it?

In all likelihood, the dividends truly are from more than one state, so you are going to want to select "More than One State" - see screenshot below.  But its possible you can get a tax benefit on your state return if you can identify which state the dividends are from.  The tax benefit you would get would be that your home state would not tax the dividends that come from your state (if there even are any).  They would still tax the other dividends.

This information would only come from your financial institution.  If it is not listed right on the 1099DIV (which it often is not), then you would need to contact your broker or financial institution for more information about the fund's investments.  It might be listed in your year-end reports or a prospectus online.  If you can't find the information, then proceed with the More than one state selection.

Also, you can not worry about trying to find the information and just select more than one state and continue if you

 - Live in a state with no income tax (AK, FL, NV, SD, WA, WY)
 - Live where exempt-interest dividends from other states aren't taxed (District of Columbia, IN)
 - Have a small amount of exempt-dividends and aren't concerned with extra state tax. Your state will tax these dividends if you don't live in an area listed above.

Note:  If you are getting an error related to this during error check, you can enter "XX" in the error check.  That is the equivalent of the "more than one state" option and will clear the error and allow you to proceed with your filing. 
VictoriaD75
Employee Tax Expert

Turbotax asks what state my exempt-interest dividends come from in Box 10 of my 1099-DIV. Vanguard doesn't have this information. Where am I supposed to get it?

You would have to contact your financial institution to obtain that information if it is not reported on your 1099-DIV detail. This information is necessary, as while the interest is tax-exempt federally, it may be taxable in your resident state.

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Rob_0
New Member

Turbotax asks what state my exempt-interest dividends come from in Box 10 of my 1099-DIV. Vanguard doesn't have this information. Where am I supposed to get it?

i contacted Etrade on the same question ,and they told me they can't provide that information.It is something only a Tax Advisor can help me with.

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