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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.

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