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.
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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