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Form 1041 – Where To Enter Tax Exempt Interest and Dividends

Tax exempt interest is reported on Schedule B on Form 1041 Estate or Trust returns. From the Main Menu of the Business Tax Return (Form 1041) select:

  • Other Information
  • Tax-Exempt Interest Received by Estate or Trust
    or
    Tax-Exempt Dividends Received by Estate or Trust
  • Enter the amount of tax-exempt interest or dividend
Updated on September 8, 2020

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