Percentage of ordinary mutual fund dividends from U.S. government obligations

For state income tax purposes, several states allow “pass-through” treatment of mutual fund dividends derived from interest on U.S. government obligations. To calculate the number of dividends qualifying for pass-through treatment, multiply the amount in Box 1a of your Form 1099-DIV by the percentages that apply to your state.

The types of government securities that qualify for such treatment vary by state. Please consult with a tax professional to determine which, if any, of the obligations listed in the following table may be exempt from your state income tax.

We recommend for you to consult with a legal and/or tax professional for specific information regarding your individual situation. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.