Sample Excel Import File: 2018 MA Tax Exempt.xls 



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 Income3PercentagePortfolio Percent Attributable to MA, PR, GU, AS, MP, and VI Round to Nearest Whole Percent
Issuer/Security Name39TextDescription of the Security
CUSIP13NumberCUSIP Number
Box 1 Amount12AmountExempt InterestPayments of Interest Income and Interest-Dividends

MA Tax Exempt Form:

MA Tax Exempt Instructions:  2018 MA Tax Exempt Instructions


  • No labels