My 1099-Div lists (fed) exempt-interest dividends of $2000. It does not list what state/multiple states it was earned in. How do I enter this?

[MelindaS1]

Percent of tax exempt holdings for each state is generally in the brokerage statement you received. You could also ask your broker or research it online (using the ticker symbol and/or fund name of the investment that paid the dividends).

[baldietax]

the fund company will have a year-end tax supplement which provides the % breakdown by state for each fund they own.

after the 1099-DIV input there is an interview section to input the $ amounts.  you don't need to input every state, just your home state, territories (e.g. Puerto Rico, Virgin Is etc- typically tax exempt) and enter the rest as "Multiple States" - see example below.  Watch for any rounding, just ensure the total you input adds up exactly to Box 12.

check the outcome on your state return as an addition to Federal Income.

[SteamTrain]

@rcampbel54 

If you want to avoid the task breaking out your state $$ from all the rest....in the first "...One Stat...e" bullet point selection, you scroll to the bottom of the list of states and select "Multiple States".

(if you live in Illinois, you are required to do this for box 12 $$ on a 1099-DIV form.  IF you live in CA or MN, those states have severe restrictions on selecting anything but "Multiple States" , unless you own bond funds that invest in that state's bonds)

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If you do decide you want to attempt to break out the $$ from your own state's bonds (and any US Territories), you would do it as follows.  (but you have to be able to calculate the exact $$ amount yourself)

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1)  For the first bullet point you must select "Multiple States"

2)  Then you would select the second bullet point and break out the $$ from your own state, and any US Territories...and the remainder is just "Multiple States"

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1)  First bullet point setting

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2)  Second Bullet point setting