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April 7, 2025
Question

Where do I enter the portion of total ordinary dividends that may be state tax-exempt? I live in Massachusetts.

  • April 7, 2025
  • 1 reply
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    1 reply

    SteamTrain
    Employee
    April 7, 2025

    @lcattanach1 

     

    Once you determine the $$ amount that is from US Govt Obligations...

     

    You then edit the 1099-DIV, and on the pages AFTER the main 1099-DIV form, you check a box indicating you have some US Govt interest for that 1099-DIV form, then enter the exact $$ amount on a subsequent page:

    (See pictures below form the Desktop software...Online is similar)

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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.*