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April 7, 2025
Question

At 1099-DIV, I chose exempt-interest dividends in multiple states. When I added the state I live, dollar amount is shown up in bubble in dividends. What is it?

  • April 7, 2025
  • 1 reply
  • 0 views
How to divide dividends between the state I live vs. multiple states?

    1 reply

    SteamTrain
    Employee
    April 7, 2025

    @tomokonakajima3 

     

    The $$ from Tax exempt dividends, is shown in box 12 of your 1099-DIV.

     

    You break out just the $$ that came from your own state (and any US Territories), on one off the follow-up pages after the main form....as shown below for an NC resident.

     

    (Except for some Special restrictions for residents of CA, MN, IL and UT)

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