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Best answer by MargaretL

Generally, tax-exempt interest and dividend income is usually reported on year-end statements or a statement from your broker or mutual fund company; it's usually listed on the last pages of the statement.

If you have earned tax exempt dividends in more than one state and the amount is insignificant, you may select "more than one state".

See attached picture.

Note - if you have an electronic error and are looking for a specific code for "more than one state", you can enter "XX".

2 replies

MargaretL
MargaretLAnswer
Employee
June 1, 2019

Generally, tax-exempt interest and dividend income is usually reported on year-end statements or a statement from your broker or mutual fund company; it's usually listed on the last pages of the statement.

If you have earned tax exempt dividends in more than one state and the amount is insignificant, you may select "more than one state".

See attached picture.

Note - if you have an electronic error and are looking for a specific code for "more than one state", you can enter "XX".

    G
    gtmylan
    Employee
    June 1, 2019
    I must have 45 or more states listed with percentages. What do I do with all that info - only have about $800 to report
      A
      annoyed23423
      February 19, 2021

      did you find a solution?

      D
      dgroves974
      March 25, 2020

      I am ready for the last step.  I have paid.  I cannot enter XX in the box.  My return won't file.

      D
      DavidD66
      March 25, 2020

      Does question have anything to do with tax exempt dividends?  If not, can you start a new question.

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