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How to enter 1099-DIV exempt-interest dividends for an individual return in Lacerte

by Intuit•81• Updated 1 month ago

In this article, you can find infomration on how to enter 1099-DIV tax-exempt interest dividends in Lacerte.

To enter exempt-interest dividends from Form 1099-DIV, box 12:

  1. Go to the Screen 12, Dividend Income (1099-DIV).
  2. Scroll to the Tax-exempt Interest subsection.
  3. Enter the amount in the field Total municipal bonds.
  4. This amount will flow to Form 1040, line 2a per the IRS instructions for Form 1040.
Lacerte Tax