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Sample Excel Import File: 2017 MA Tax Exempt.xlsx MA Tax Exempt


Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields Filer fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types. 
Percent of Mutual Fund Portfolio Income5PercentagePercent of Mutual Fund Income Attributable to Bonds Issued by MA, PR, GU, AS, MP, and VI 
CUSIP13NumberCUSIP Number
Box 1 Amount12AmountPayments of Interest Income and Interest-Dividends

MA Tax Exempt Form:

MA Tax Exempt Instructions:  2017 MA Tax Exempt Instructions

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