State tax exclusions from municipal and us territory obligations Where do I enter on Virginia state tax?

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Edward Jones sent additional tax information Potential State Tax exclusions.  How do I enter these on Virginia State Tax form?

[Rachel_W]

You will indicate the portion of Dividends that are excludable on your Virginia Tax Return within the 1099-DIV section.

Follow these steps :

• Open your Tax Return
• Click on the Federal Tab at the Top
• Click "Continue"
• Click "I'll Choose What I Work On"
• Scroll down to the Investment Income section and click Start/Update next to Dividends on 1099DIV
• Click "Edit" next to your Edwards Jones 1099DIV
• Click "Continue" 
• "X" the box that says "A Portion of these Dividends is US Government Interest"
• Click continue and it should take you to a box where you enter the US Government Interest (Click on Screenshot Below)

If this answer doesn't resolve your issue, please comment below so I can assist you further.

[darla1]

Thank you, Rachel.  This was very helpful.

[SteamTrain]

@darla1 

(Later NOTE: Starting with 2022 Federal taxes, tax-exempt dividends were moved to box 12 of a 1099-DIV.

This post refers to 2021 1099-DIV forms)

(IF you live in CA, MN or IL, there are severe restrictions on whether you can break out your own state $$ and any US Territory Bond interest from box 11 of a 1099-DIV form

............and note that Rachel's answer above is actually used for breaking out US Treasury bond interest that is included in box 1a of a 1099-DIV form, and not for State and US Territory bond interest in box 11 of the -DIV form)

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So....For states that have an income tax

The actual allocation of box 11 $$ on a 1099-DIV to your own state, or any US territories, is handled on one of the pages following the main 1099-DIV form...see the examples below for an NC resident:

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