How do i find the state where i earned exempt-interest dividends?

jrcarter1936 — Wed, 24 Mar 2021 17:42:18 GMT

Re: How do i find the state where i earned exempt-interest dividends?

SteamTrain — Wed, 24 Mar 2021 18:07:42 GMT

That an only be determined by extra publications your Broker/mutual fund distributes (for a 1099-DIV, box 11). Call your broker Rep and ask where to find it in their web documents.

(....or if in box 8 on a 1099-INT, you know the bonds you hold....)

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If the amount is relatively small...then Unless you are willing to go thru the calculation to break out JUST the amount from your own state's bonds, you would select "Multiple States" for all of it

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IF you are going to break out your own state's $$ then you check the selection that displays the extra boxes

(note, for a 1099-DIV, box 11, this is not allowed by Illinois, and CA & MN have severe restrictions on when it is allowed. NJ also allows DC to be listed as NJ-exempt, and UT also exempts a few other states bonds). The amount actually from your own state's bonds would have to be more than ~$50 or $100 before it had much of an effect.

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Example is for a NC resident:

Re: How do i find the state where i earned exempt-interest dividends?

DianeW777 — Wed, 24 Mar 2021 18:09:40 GMT

This can be found on a statement that is available from your broker or financial agent. They usually have a document that shows the percentage applicable to each state where the exempt interest was earned.

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How do i find the state where i earned exempt-interest dividends?

Re: How do i find the state where i earned exempt-interest dividends?

Re: How do i find the state where i earned exempt-interest dividends?