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yckuah
Returning Member

i have of exempt-interest dividends from non classified securities, how do I reply to this, not state Which state is your $xxx.00 of exempt-interest dividends from?

 
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i have of exempt-interest dividends from non classified securities, how do I reply to this, not state Which state is your $xxx.00 of exempt-interest dividends from?

@yckuah 

Without you being able to break out which states the $$ came from

You just scroll to the bottom of the list of states, and select "Multiple States"

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IF, at some point in the future, you learn how to get access to those state amounts (Bond funds DO have a listing somewhere on their website....usually as a PDF download)......you'd calculate the exact $$ amount from your own state's bonds, any US Territories...and lump the rest of the $$ as "Multiple States"  (see pictures below for an example for an NC resident)

 

(But there are more strict limitations for residents of CA, MN and IL)

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1099-DIV_TaxExempt_State_Online_1.png

 

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1099-DIV_TaxExempt_State_Online_2.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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