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2 replies

Critter-3
Level 15
February 12, 2023

None is required when entering the 1099-DIV  so leave the entry screen blank.  Otherwise it is YOUR state if you must enter something. 

SteamTrain
Level 15
February 12, 2023

I guess it also depends on why you are asking.

 

......if you are referring to the tax-exempt $$ in box 12, then when it asks for what state produced the $$ in box 12...the easiest answer is to indicate it came from "Multiple States" (last state selection in the list).

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IF you know the $$ amount of box 12, you may be able to break out just the $$ that came from your resident home state  (you don't have to do so...but you would have to calculate the exact $$ amount from information the bond fund provides separately.)  A couple states (CA, MN), have restrictions on whether you are allowed to do this, and IL doesn't allow it at all for bond funds.

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