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Unless the amounts are larger, I just make it all taxable to the state, if the info is not provided. I used to look the mutual funds up, but the MD portion was always a very small percentage. It's usually better to pay a little tax than to pay me to look it up.

All income is taxable unless specifically exempted by law. I would put it on Sch 1, no SE tax.

I'm in NY, and you have to add back into NY income any exempt income that came from issues outside of NY. Some 1099s provide the information, but most do not. You have to hunt for the information, and it is very time-consuming.

If our clients would send us all the pages, we'd usually have the information we need. CT requires 50% or more of a fund to be CT-sourced before it's CT tax-free, so I scan the "funds" page if available, but I don't worry if not. (I seldom see more than a couple % attributed to CT.) I just put it in the CT-taxable column. If a client purchased bonds from municipalities and those pages are missing, I tell the client to get me that information. Most of their brokers use mostly bonds from CT municipalities, state public works, etc., so there's a lot of income that can be exempt from CT tax. I warn my clients that inherit investment accounts from mom/dad who lived in NY or FL or other states to talk about the investment choices with their own financial advisors soon, discussing things like risk-tolerance and state-sourced funds and municipal bonds.

I do this also. I'm in a state with VERY low muni bond yields so if it's added to a mutual fund, it's almost certainly junk. If I was in Illinois, California or New Jersey, this would be an issue and this method would not work. I look through the list of tax exempt income and see if anything specifically says it's from my state but that doesn't take long.

If there is no court-appointed representative and no surviving spouse a "person in charge of the decedent's [roperty" must file the tax return. If the return shows a refund, the person must verify on Form 1310 that the court has not and will not appoint a representative. Otherwise the Estate representative must file all required returns for the decedent. In this case, a MFJ return can be filed. (Quickfinders, Page 15-2)

What anti-virus software do you use?

I haven't gotten this message yet. But my ATX does continue to tell me to close the program. This has been going on for a few years but it seems to be more frequent this year.

Darth Vader and the Young Jedis. Darth has asked the Emperor for a leave of absence. He's going to get the band back together. Join me Luke, together we can tour the galaxy.

Olivia-Newton-John-wayne-Newton Just trying to fit in Here...