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New Member
posted Feb 24, 2025 1:18:58 PM

How do I report Edward Jones tax exempt interest on turbo tax

On municipal bonds from Edward Jones how can I report tax exempt interest on on turbo tax

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1 Replies
Expert Alumni
Feb 24, 2025 5:39:10 PM

In TurboTax Online, you would report this interest on Form 1099-DIV. You will enter the total amount of interest income as shown on your 1099-DIV in box 1, then check My form has info in other boxes, and enter the Tax-exempt interest in Box 8.

 

 

Further in the interview, you will see a screen Tell us more about your tax-exempt interest, and you will be able to indicate which state or states the interest came from.