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New Member
posted Apr 5, 2022 10:38:54 AM

Where exactly do I find the states I earned "exempt-interest dividends" from? It is nowhere to be found on my fidelity 1099 form.

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2 Replies
Level 15
Apr 5, 2022 10:59:53 AM

You find that information using appropriate selections at the following Fidelity web-page (perhaps bookmark that page for use next year(s) too):

 

Fidelity Mutual Fund Tax Information - Fidelity

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1)  You are not "required" to do the breakout, you can just assign all $$ to "Multiple States" (at the end of the list of states in the pop-up)

2) If the amount from your own state is small, just doing #1 is easiest.

3) IL residents are not allowed to do the breakdown for Mutual Bond funds...box 11 on a 1099-DIV.   (But can do so for individual bonds they actually own with $$ in box 8 on a 1099-INT.

4)  CA and MN residents have bond-fund minimum limits on whether they are allowed to break out their $$ for box 11 on a 1099-DIV.  [[ And UT residents can include $$ from bonds in any states taht do not tax UT bonds...essentially the non-income taxing states....there is a special "Utah Residents (PDF)" selection that just lists the total allowed for UT so you don't have to do the math]]

5)  fi you do the breakdown, Remember that you only need to break out the $$ from yoru own state, and the US territories....as below for an NC resident:

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Expert Alumni
Apr 5, 2022 11:02:52 AM

That information can be provided to you by your mutual fund company.   You can answer that question by selecting  "More than one state" at the bottom of the state scroll-down list.