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June 3, 2019
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On tax-exempt dividend question

  • June 3, 2019
  • 1 reply
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on tax-exempt dividend entry it says i have one or more states missing, i listed all the states that were listed on my tax paper also I have a U.S. possessions which is not listed, it will not let me go on. what do I do?

Best answer by SteamTrain

You're working tool hard......You don't list ALL the states.

You break out your Own state, and any US territories,,,, IF any are in your fund.

For the remainder, you just list the total left, and go to the end of the state list and select "More than one state" for the rest.

____________________________

Example..:  $1000 of tax-exempt dividends.  I live in NC, and no bonds from US territories in my fund

I break that down as

NC...…………………...$20

More than one state.....$980

1 reply

SteamTrain
Employee
June 3, 2019

You're working tool hard......You don't list ALL the states.

You break out your Own state, and any US territories,,,, IF any are in your fund.

For the remainder, you just list the total left, and go to the end of the state list and select "More than one state" for the rest.

____________________________

Example..:  $1000 of tax-exempt dividends.  I live in NC, and no bonds from US territories in my fund

I break that down as

NC...…………………...$20

More than one state.....$980

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