ISHARES TIPS BOND ETF

Forum|Forum|4 months ago
March 1, 2026
2 replies
52 views

Hello, should I enter the dividends of the ETF in tax form? Is it defined as US Gov interest? Is it tax free?

baldietax

Level 12

you should have a 1099-DIV from the brokerage where you hold this position and should be reporting that

For the US Gov % refer to the ishares tax supplement below tho yes shows 100% US Gov Obligations. This would apply to the amount in your 1099-DIV Box 1a that comes from the TIP ETF, if you have other stuff in your account like a MM fund also paying dividends reported in Box 1a you have to calculate how much comes from TIP. Same process for MM funds or other holdings, if applicable get the US Gov % from the fund company.

It will be exempt from State tax but not Federal tax.

https://www.ishares.com/us/literature/tax-information/2025-ishares-us-government-source-income-information-stamped.pdf

MelindaS1

Level 6

You can follow the guidance from @baldietax for state-tax-exempt interest dividends once you receive any or all of your Forms 1099-INT, 1099-DIV, 1099-OID, or 1099-B from your brokerage. Until you receive those year-end tax reports, you should not enter anything into your tax return related to income from this investment or others. You may need to log into your account online and download the tax forms manually to begin tax reporting.

Learn more: Guide to Investment Bonds and Taxes

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