2012009
You'll need to sign in or create an account to connect with an expert.
No, you don't need to list all of the states. If your state of residence (or another state your are filing for) is one of the states, you can list it and that interest will not be taxed by your state. Otherwise, in the dropdown list of states, scroll down to the bottom of the list and select multiple.
Correct, you would only list CA, and any US territories separately....the remainder is just "Multiple States"
BUT...you must calculate the exact $$ amount yourself, from whatever information the Broker/Mutual fund provides.
(CA does have a limitation, for any individual fund you own, it must hold at least 50% of it's assets in CA-bonds, otherwise you can't break out the CA$$ from that particular fund)
Here is an example for a NC resident:
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
mstruzak
Level 2
gjgogol
Level 5
Tehpef
Level 1
NJ Filer
Level 1
drdesaulniers
Level 2