What state are my tax-exempt dividends from?

You can find tax-exempt interest and dividends information in your 1099 form, on the page that says “Mutual Fund and UIT Supplemental Information.” Since our funds are national, you may need to select “More Than One State” when you file your taxes. However, please note that we aren’t able to provide specific guidance on tax filing here at Ellevest — we are required to defer you to a tax professional for help deciding what is right for you.