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

[pjbaker]

I am a beneficiary of part of my mother's estate. The Schwab account was setup in Pennsylvania. I am a fulltime Florida resident.

[SteamTrain · Accepted solution]

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 

[pjbaker]

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