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Level 3
posted Mar 18, 2022 11:47:49 AM

Form 1099-div line 11 tax-exempt interest dividends by state for 2021

The form 1099-div that I received for a particular mutual fund has a breakdown by state of the tax-exempt interest dividends, with a percentage specified for every state.  On line 11 do I have to enter each state individually, or can I do one entry for the state I live in and then one additional entry with XX for the state code that has the total for all the other states?

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1 Best answer
Level 3
Mar 19, 2022 12:10:17 PM

Thank you.  That's what I was hoping.  I'll check on the state requirements.

2 Replies
Expert Alumni
Mar 19, 2022 6:30:24 AM

You can generally make two entries – one for the state you live in and a second for all the other states.

 

Tax-exempt interest dividends from your resident state are not taxed on your resident return.

 

Double check your state rules. For example, some states will also exempt interest from US possessions such as Puerto Rico and the US Virgin Islands, 

Level 3
Mar 19, 2022 12:10:17 PM

Thank you.  That's what I was hoping.  I'll check on the state requirements.