topic Do I have to list every state listed on my 1099-DIV if I live in CA? in State tax filing

Do I have to list every state listed on my 1099-DIV if I live in CA?

belle22361 — Sat, 21 Mar 2020 00:27:11 GMT

My 1099-DIV lists every state with a % as opposed to a $ amount.

Re: Do I have to list every state listed on my 1099-DIV if I live in CA?

Hal_Al — Sat, 21 Mar 2020 00:40:20 GMT

No. Make only two entries. Show only the dividends allotted to CA. Then, total the rest as "Multiple States" ("more than one state” in the desktop program)

Re: Do I have to list every state listed on my 1099-DIV if I live in CA?

SteamTrain — Sat, 21 Mar 2020 00:57:11 GMT

ooooo...maybe "Multiple States" for all of it....unless it is a CA-specific fund, or heavily weighted to CA bonds.

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For a 1099-DIV, CA requires ....For the bond fund that reports the tax-exempt interest on a 1099-DIV , that Fund must contain at least 50% of its assets as CA-only bonds before you can break out the CA-bond amount. Otherwise all of it must be tagged "Multiple states"

(The same limit does not apply box 8 on a 1099-INT since those are individual bonds you own...not a fund).

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Here's a picture of how it would be broken down...if you can do so (NC example):

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