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

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.