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.

Blue circle with white Checkmark icon eFileMyForms

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

Blue circle with white Checkmark icon eFileMyForms

Organize data with state specific templates 

Blue circle with white Checkmark icon eFileMyForms

Generate state specific files for upload 

Blue circle with white Checkmark icon eFileMyForms

Create PDF copies for investor/client notification 

eFileMyForms Makes it Easier

paper with checklist icon eFileMyForms

1

Enter your information

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

Process Arrow Icon Process Arrow Icon
icon of graph with bars at different levels eFileMyForms

2

Edit

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

Process Arrow Icon Process Arrow Icon
simple icon for computer screen eFileMyForms

3

Place Order

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

Process Arrow Icon Process Arrow Icon
three pieces of paper, one blue icon eFileMyForms

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 OrdereFile Only (Quarterly)Print & Mail (Year End)
1-50$3.49$4.04
51-100$2.88$3.49
101-250$1.86$2.41
251-500$1.28$1.83
501-1,000$0.87$1.42
1,001-2,500$0.53$1.08
2,501-5,000$0.36$0.91
5,001+$0.29$0.84
*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.

checklist icon with blue circles and white checkmarks eFileMyForms

California (CA) 592 Reporting

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

three pieces of paper, one blue icon eFileMyForms

1099 Filing

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

gray and off white envelope icon eFileMyForms

1099-NEC Direct State Reporting

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

Recommended Reading

Form 1099-NEC & Direct to State Reporting

1099-NEC is now the form for reporting non-employee compensation for services amounting to $600 or more. As a result, this form has had a significant […]

Read the blog

3 Tips for More Successful 1099 Reporting

Tax information reporting and withholding requirements are constantly changing. You cannot assume that specific requirements will stay the same […]

View this resource

Start Using eFileMyForms Now

eConfidently eFile all of your required forms