ProConnect HelpIntuit HelpIntuit

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

by Intuit Updated 1 year ago

This article will show you 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 down 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

Sign in now for personalized help

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads