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- HOW TO CALCULATES THE STATE MUNICIPAL BONDS IF ONLY THE TOTAL EXEMPT INTEREST IS GIVEN IN THE DIVIDENDS
HOW TO CALCULATES THE STATE MUNICIPAL BONDS IF ONLY THE TOTAL EXEMPT INTEREST IS GIVEN IN THE DIVIDENDS
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dmufeed
Level 2
03-01-2022
10:43 AM
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3 Comments 3
George4Tacks
Level 15
03-01-2022
10:49 AM
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Generally the composite 1099 gives a listing of all dividends. You need to weed through it to look for your state name in the listing of the specific funds. You could also ask your client, who either knows or could contact their broker to find out.
Answers are easy. Questions are hard!
sjrcpa
Level 15
03-01-2022
12:27 PM
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If not there, and material amounts, you can go to the fund's website and look for the Tax Center. Most fund families are good at providing this info online.
The more I know, the more I don't know.
TaxGirl3
Level 5
03-01-2022
01:20 PM
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If you go through this a lot, you can also buy a subscription to something that spits out the answers: https://www.mfpco.com/
