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puntacanaagain20

Level 2

Solved

If I have a year end statement, not a 1099DIV or 1099 INT and the statement shows ohio tax free income fund, where do I enter this on my federal return

Forum|Forum|7 years ago
June 3, 2019
1 reply
19 views

I have a year-end statement the fund name is Franklin Ohio Tax-Free Income Fund Class C The year end summary shows the following.

Tax-exempt income Dividends: $500.00

Long Term Capital Gains $.00

Do I report this form on my federal return, and where?

Do I report this form on my State return and where?

TurboTax Deluxe Windows

Best answer by

No. You don't report it anywhere, which is why you didn't get the 1099-DIV.

From the Franklin site: "That fund seeks to provide investors with as high a level of income exempt from federal income taxes and Ohio personal income taxes as is consistent with prudent investment management and the preservation of shareholders’ capital."

Please feel free to post any additional details or questions in the comment section.

A

Anonymous

Answer

No. You don't report it anywhere, which is why you didn't get the 1099-DIV.

From the Franklin site: "That fund seeks to provide investors with as high a level of income exempt from federal income taxes and Ohio personal income taxes as is consistent with prudent investment management and the preservation of shareholders’ capital."

Please feel free to post any additional details or questions in the comment section.

puntacanaagain20Author

Level 2

Thank you for your help.