Federally tax-exempt income dividends: State tax exclusion worksheet
What you need:
You will need the appropriate state tax form(s). Please consult your tax advisor or state tax authority.
State exclusion information
To the best of our knowledge, the states and jurisdictions listed in this worksheet allow individual shareholders to exclude from their taxable income a portion of the funds income dividends. States in which none of these funds income dividends qualifies for an exemption (California, Illinois and Minnesota) are not shown.
- From the pull-down menu, select the state or jurisdiction where you file an income tax return.
- For each fund and share class you own, enter the tax-exempt income dividend amount reported in Box 10 of your Form 1099-DIV in the corresponding fields below. Once finished, click Continue.
1 This state does not impose an individual income tax. Factors are provided to help corporations and other entities that may be subject to state taxes.
2 Individual taxpayers can exclude 100% of their federally tax-exempt income dividends.
3 Consistent with Indiana law, these factors include income from obligations from all states acquired prior to January 1, 2012.
4 Consistent with Utah law, these factors include income from obligations of certain other states and obligations from all states acquired prior to January 1, 2003.
To determine your individual tax situation, please consult your tax advisor.