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How to enter 1099-DIV exempt-interest dividends for an individual return in Lacerte

SOLVEDby IntuitLacerte Tax275Updated July 13, 2022

This article will show you how to enter 1099-DIV tax-exempt interest dividends in Lacerte.

To enter exempt-interest dividends from Form 1099-DIV, box 12:

  1. Go to the Screen 12, Dividend Income (1099-DIV).
  2. Scroll down to the Tax-exempt Interest subsection.
  3. Enter the amount in the field Total municipal bonds.
  4. This amount will flow to Form 1040, line 2a per the IRS instructions for Form 1040.

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