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New Member
posted Apr 2, 2023 11:41:57 AM

How do i determine what state a dividend was earned in?

nothing on my financial reports shows this info

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2 Replies
Level 15
Apr 2, 2023 11:43:39 AM

why do you think you need this info? it we had more details it would be easier to provide a proper answer.

 

Level 15
Apr 2, 2023 1:59:41 PM

@chgogkidsplfld 

 

If you are talking about tax-exempt dividends in box 13 of a 1099-DIV form,......If you can't find the Mutual fund's breakdown, you just go to the end of the list of states in the pulldown menu and select "Multiple States'.

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IF you find the breakdown on the mutual fund's website, you need to calculate it yourself...but if you do, you only use yoru own state, any US Territories, and all the other sates are lumped together as one value for Multiple States.   

(Exceptions:..CA and MN restrict whether you can do a state-breakdown at all for Mutual Bond funds...IL doesn't allow it at all and requires you to select "Multiple States")

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Different rules apply to the box 8 $$ on a 1099-INT.