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March 27, 2025
Question

i received dividends from schwab, from funds that are inwhole or partially invested in US Obligations. so parts of these dividends are tax free for my state...where do i enter thsi information so that it can transfer to my state return...phone help?

  • March 27, 2025
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    1 reply

    Employee
    March 27, 2025

    After you enter the 1099 data the next screen asks you if any of the dividends are from u s govt obligations. You click on this and the next screen asks for the amount of them are from u s govt obligations.