State Tax Optimization Tool
Audit-ready state tax-exempt income calculations
for money market & mutual funds
Search funds by ticker/name, enter ordinary income, pick a state, and get exempt vs taxable amounts with source links for audit support.
Built for audit-ready state exempt income
Find US government obligations % by fund and tax year.
Search funds by ticker or name—your state tax exempt dividends calculator for mutual funds and money market funds.
- Fund obligations lookup by ticker
- Available or Pending catalog status
Calculate exempt amount and taxable remainder.
Enter ordinary dividend income, pick a resident state, and get defensible exempt vs taxable amounts from published fund data.
- 1099-DIV state exempt income support
- OK, Pending, or Not eligible status
Export audit-ready PDF and CSV reports.
Generate PDF for client-ready reports or Export CSV for spreadsheets—with source URL and publish date when data is Available.
- Generate PDF
- Export CSV
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Fund catalog entries searchable by ticker
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States supported for exempt income calculations
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Export formats for audit-ready reports
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Days Recycle Bin retention for deleted items
Everything you need for state exempt income
Fund obligations lookup
Finds US government obligations percentage by fund and tax year from a searchable catalog.
Exempt vs taxable calculation
Applies published percentages to ordinary dividend income for the selected resident state.
Audit-ready source links
Shows source URL and publish date on every Available calculation for audit support.
Pending data is never guessed
When fund-year data is Pending, entries stay Pending—we never estimate obligation percentages.
Firms and team access
Private or Firm-shared clients with Admin and Member roles, team invites, and firm settings.
PDF and CSV exports
Generate client-ready PDF reports and spreadsheet CSV exports from any tax year workspace.
Why preparers choose US Obligation Calculator
Higher confidence
Every Available calculation includes source documentation—no black-box estimates for state exempt income.
Faster fund lookup
Search by ticker or fund name instead of hunting through fund family PDFs for obligations percentages.
Save time on exports
Generate PDF and CSV reports from completed tax years instead of rebuilding worksheets manually.
Firm-ready workflows
Share clients as Firm-shared, invite team members, and keep Private clients restricted to admins.
Defensible pending policy
Pending catalog data never produces guessed amounts—protecting audit integrity on incomplete fund years.
Built for dividend income
Purpose-built for money market and mutual fund 1099-DIV state exempt income workflows.
Flexible pricing for every stage
Individual
For preparers managing their own clients.
$0/trial
$0/trial
- Fund obligations lookup by ticker
- Client and tax year management
- PDF and CSV exports
- Private client visibility
- Firm-shared clients
Firm
For teams that need shared access and roles.
0Contact us
0Contact us
- Everything in Individual
- Firm-shared client visibility
- Team invites (Admin and Member)
- Centralized firm settings
- Priority support
The clarity you've been looking for
Answers about fund obligations lookup, state exempt dividends, firms, and exports.
What is a state tax exempt dividends calculator?
How do I look up US government obligations for a mutual fund?
Does this work for money market fund state tax exemption?
Can I use this for 1099-DIV state exempt income?
What happens when fund data is Pending?
Can my firm share clients with the team?
What export formats are available?
How long are deleted items kept?
Ready to calculate state exempt income?
Sign in to search funds, manage clients, and generate audit-ready PDF and CSV exports.