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Level 1
posted Feb 12, 2024 10:56:37 AM

1099-DIV Entering Tax Exempt Interest Dividend for my state and U.S. Territories

Entering X $$ for New York and X $$ for more than one state but I also have US Territories that are exempt but I do not know which ones for entering Tax Exempt Interest Dividend .  TT doesn't have a more than one US Territories.  What territory should I enter? TT should add more than one US Territory to the drop down.

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1 Replies
Level 15
Feb 12, 2024 1:12:15 PM

I guess that might help...if some brokerages are listing it that way.

 

The major US Territory I've seen listed in recent years is PR (PuertoRico) by my brokerage, for any of their funds....an occasional small amount for Guam....and maybe a teeny amount for Virgin Islands.

 

If your brokerage just lists a Total for all three, you could probably just use PR, and make a note to yourself.