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Tax Resource Center

State Information For Federal Tax-Exempt Dividends

For the most part, all distributions you've received from the Thrivent Municipal Bond Fund or Thrivent High Income Municipal Bond Fund are taxable at the state level. However, some states do not tax their own residents on interest attributed to municipal securities issued by that state. You may be able to exclude the appropriate percentage- as shown in the chart below-of the tax-exempt income you received from the Fund when calculating your state income tax.

At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you're getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice. Please consult with your tax advisor or state tax agency for more information about your specific state's requirements.

 

Thrivent Municipal Bond Fund Information by State for 2018

STATE % of Dividends and State Specific Information
ALABAMA 0.39%
ALASKA 0.10%
ARIZONA 1.09%
ARKANSAS 0.44%
CALIFORNIA 11.52%
COLORADO 4.01%
CONNECTICUT 0.04%
DELAWARE 0.06%
DISTRICT OF COLUMBIA 0.85%
FLORIDA 6.39%
GEORGIA 0.48%
GUAM 0.01%
HAWAII 1.73%
IDAHO 0.09%
ILLINOIS 5.33%

INDIANA

 

2.81%

For Indiana residents, 46% of the dividends from the Thrivent Municipal Bond Fund are considered tax-exempt for state tax purposes.
IOWA 1.70%
KANSAS 0.92%
KENTUCKY 1.54%
LOUISIANA 2.70%
MARYLAND 0.08%
MASSACHUSETTS 3.61%
MICHIGAN 2.31%
MINNESOTA

3.62%

Minnesota Residents: 100% of your federal tax-exempt dividends for this fund are subject to Minnesota Income Tax.
MISSISSIPPI 0.32%
MISSOURI 0.35%
NEBRASKA 1.57%
NEVADA 0.32%
NEW HAMPSHIRE 0.11%
NEW JERSEY 1.85%
NEW YORK 7.47%
NORTH CAROLINA 1.21%
NORTH DAKOTA 0.48%
OHIO 6.88%
OKLAHOMA 1.50%
OREGON 0.35%
PENNSYLVANIA 3.54%
SOUTH CAROLINA 1.58%
SOUTH DAKOTA 0.30%
TENNESSEE 0.27%
TEXAS 8.27%

UTAH

 

1.87%

For Utah residents, 25% of the dividends from the Thrivent Municipal Bond Fund are considered tax-exempt for state tax purposes (using the piggyback method).  
VERMONT 0.23%
VIRGINIA 3.24%
WASHINGTON 3.63%
WISCONSIN 2.66%
WYOMING 0.18%
Tax Resource Center

Thrivent High Income Municipal Bond Fund Information by State for 2018

STATE % of Dividends and State Specific Information
ALASKA 0.68%
ARIZONA 0.10%
CALIFORNIA 1.38%
COLORADO 9.61%
CONNECTICUT 0.04%
DELAWARE  3.57%
FLORIDA 0.14%
ILLINOIS 9.53%

 

INDIANA

 For Indiana residents, 0% of the dividends from Thrivent High Income Municipal Bond Fund are considered tax-exempt for state tax purposes.
IOWA 0.13%
KANSAS 4.13%
LOUISIANA 0.05%
MARYLAND 0.47%
MASSACHUSETTS 0.03%
MICHIGAN 1.93%
MINNESOTA

0.19%

Minnesota Residents: 100% of your federal tax-exempt dividends for this fund are subject to Minnesota Income Tax.
MISSOURI 4.89%
NEBRASKA 1.09%
NEVADA 8.98%
NEW HAMPSHIRE 0.36%
NEW JERSEY 8.66%
NEW YORK 4.02%
NORTH CAROLINA 3.75%
NORTH DAKOTA 1.52%
OHIO 1.04%
OKLAHOMA 2.13%
OREGON 0.50%
PENNSYLVANIA 11.24%
TEXAS 8.30%

UTAH

 

0.88%

For Utah residents, 20% of the dividends from Thrivent High Income Municipal Bond Fund are considered tax-exempt for state tax purposes (using the piggyback method).
VIRGINIA 4.52%
WASHINGTON 0.89%
WISCONSIN 5.25%

Looking for an IRS form or publication

The IRS's online resources can help.

VISIT IRS.GOV
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This website is not intended as a source for legal, accounting or tax advice or services. Work with your attorney and/or tax professional for additional information.

The principal underwriter for the Thrivent Mutual Funds is Thrivent Distributors, LLC. No communication or content, including investment analysis tools and information about the Thrivent Mutual Funds, on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. The communication and content found on this website, including investment analysis tools and information about the Thrivent Mutual Funds, are not intended as a solicitation to buy or an offer to sell any security. Thrivent Distributors, LLC has undertaken no review of the individual circumstances of any investor and makes no representations with respect to the suitability of any investment for a particular investor. Any purchase, sale or redemption of the Thrivent Mutual Funds will be executed through Thrivent Financial Investor Services Inc., the transfer agent for the Thrivent Mutual Funds, and an affiliate of Thrivent Distributors, LLC. Asset management services provided by Thrivent Asset Management, LLC. Thrivent Distributors, LLC. and Thrivent Asset Management, LLC. are wholly owned subsidiaries of Thrivent Financial for Lutherans, Appleton, WI.

Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.

Thrivent Financial Services, Inc. (TFSI) is the transfer agent for Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund and maintains and services shareholder accounts. Pages on this website that include information about shareholder accounts are supported by the transfer agent.

No communication or content on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. This website is not intended as a source for legal, accounting or tax advice. Work with your attorney and/or tax professional for additional information.

Marketing and general information about Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund on this website is provided by Thrivent Distributors, LLC, principal underwriter for the Funds. Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.