You'll need to sign in or create an account to connect with an expert.
Tax-Exempt Interest and Dividend income will appear on Line 2a of your federal Form 1040 tax return. Tax-Exempt Interest is reported in Box 8 of Form 1099-INT, Interest Income. See the screenshot attached below for where to find this in TurboTax. Tax-Exempt Dividends are reported in Box 11 of Form 1099-DIV, Dividends and Distributions. You will report this in the 1099-DIV section of TurboTax.
Please read this TurboTax FAQ for additional information about entering a 1099-INT form: Where do I enter Form 1099-INT?
Please read this TurboTax FAQ for additional information on how to enter a 1099-DIV in TurboTax Online: Where do I enter my 1099-DIV in TurboTax Online?
Where and how do I enter Tax-Exempt Interest dividends
If you have not filed, here are the steps:
In TurboTax online,
Tax-exempt interest dividends will show on line 2a for reporting purposes on your Form 1040.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
TD2023
Level 2
henscheid
Returning Member
sagar40
New Member
splendidol
New Member
girigiri
Level 3
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.