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Tax exempt dividends in a mutual fund

Unknown
Unknown Member
edited May 2018 in Investing (Windows)
Mutual fund has interest, dividends and tax exempt interest on a monthly basis.   How can I add the tax emempt interest to the totals as there is no box for separate tax exempt interest in the reinvest divided box?

Comments

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
    If some of the dividends are taxable and some are not, there is not a really clean solution.  

    You can try entering a MiscInc transaction and specifying the category for the transaction as _DivIncTaxFree. You'll need to be watchful that the correct value always shows up in the correct report space.  (Or _IntIncTaxFree as applicable).

    You'll need to follow that with a Buy Shares to effect the reinvestment you are making.
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