How to determine which state an exempt-interest dividend is from? (from a designated beneficiary plan)

Forum|Forum|3 months ago
April 10, 2026
1 reply
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I am a beneficiary of part of my mother's estate. The Schwab account was setup in Pennsylvania. I am a fulltime Florida resident.

TurboTax Online

Best answer by SteamTrain

Expert Reviewed

Go to the end of the list of states and select "Multiple States".

That question isn't particularly applicable for FL residents, but you can't move on until you select "Multiple States"..

If you work in some other state that has an income tax (some FL residents do work in a border state), then that question might have some significance for the non-resident tax return they have to file.

@pjbaker

SteamTrainAnswer

Level 15

Expert Reviewed

Go to the end of the list of states and select "Multiple States".

That question isn't particularly applicable for FL residents, but you can't move on until you select "Multiple States"..

@pjbaker

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

pjbakerAuthor

Level 2

Thank you. I did 'stumble' across the Multiple States option. It made sense for me, so that's what I went with. Thanks again.

How to determine which state an exempt-interest dividend is from? (from a designated beneficiary plan)

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