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April 13, 2025
Question

How do I proceed reporting exempt interest dividends totaling $32.37 when the Fidelity form does not list the states?

  • April 13, 2025
  • 1 reply
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    1 reply

    DawnC
    Employee
    April 13, 2025

    If you don't know the states, don't check the box on the uncommon situations question.   Select None of these apply.  The $32 will be taxable on your state return if you live in a state with income taxes - except for DC and Indiana (they don't tax interest exempt dividends).   If you want to try to exclude it on your state return, you can contact Fidelity for a breakdown.   

     

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