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eFile federal tax-exempt interest to states

eFileMyForms can help simplify special state reporting requirements of federally tax-exempt municipal securities, such as bonds, mutual funds, money market funds, unit investment trusts and more.

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Support state filing in CA, CT, MA, MN & NY

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Organize data with state specific templates 

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Generate state specific files for upload 

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Create PDF copies for investor/client notification 

eFileMyForms Makes it Easier

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1

Enter your information

Input your company filer and recipient information with a form or state specific Excel file upload templates. 

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2

Edit

Edit and organize data to properly format for state file and PDF outputs.

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3

Place Order

Generate summary and totals reports to ensure numbers match and place your order.

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4

Retrieve files

Download .txt files for state filing and print PDFs for client/investor notification.

Pricing

Federally Tax Exempt Municipal Bond Forms: File & PDF Generation*

Forms per OrderQuarterly FormsPrint + Mail (Year End)
1-10$4.99$6.79
11-50$4.49$6.29
51-100$3.99$5.79
101-250$3.29$5.09
251-500$2.99$4.79
501-1,000$2.49$4.29
1,001+$1.99$3.79
*All Federally Tax Exempt interest customers have a one-time, $99 setup fee to access the service. This fee will be charged to the first order of the tax year. No charge is assessed unless an order is placed.

Our Other Services

eFileMyForms provides you the tools to accurately and efficiently eFile.

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California (CA) 592 Reporting

eFiling your California 592-B Yearly Statements and Quarterly Recipient Files simplifies Non-Resident Reporting

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1099 Filing

Simple IRS filing and print/mail services, TIN matching and 1099-NEC direct state filing.

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1099-NEC Direct State Reporting

Ensure compliance everywhere you do business with 1099-NEC direct state filing services.

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