1041-US: Tax-exempt income FAQs

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

The following includes answers to common questions about tax-exempt income.

How do I enter income from a private activity bond?

How do I enter income from a state, local, or municipal bond that is tax-exempt at the federal level, but taxable at the state level?

How do I enter income from a U.S. territory that is exempt from both federal and state taxation?

How do I enter source tax-exempt interest or dividend income for state returns?

How do I not allocate a share of indirect expense to income that is exempt from both federal and state taxation?

Related topic: 1041 frequently asked questions

Share This