Tax Exempt Interest Reporting

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.

Get Started for Free➞ See detailed pricing➞

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

Organize data with state specific templates

Generate state specific files for upload

Create PDF copies for investor/client notification

eFileMyForms Makes it Easier

1

Enter your information

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

2

Edit

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

3

Place Order

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

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 Order	eFile 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.

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Tax Exempt Interest and Municipal Bond Reporting