Fund Tax Pro
iShares Short-Term California Muni Active ETF (CALI): 2025 tax information
iShares published the federal AMT percentage and state percentages for iShares Short-Term California Muni Active ETF for tax year 2025. This page shows what is on file for this ETF and where it was published.
| Item | Published figure | Fund company source |
|---|---|---|
| Federal AMT percentage | ••.••% | 2025 Tax-Exempt Interest Dividends by State Page 2. AMT Income row |
| Exempt-interest dividends by state (52 rows) | ••.••% | 2025 Tax-Exempt Interest Dividends by State Pages 1, 2. Tax-exempt interest dividends by state for 2025 |
What's on file for this fund
- Ticker: CALI.
- This is a California fund, and the source reports its income against 52 jurisdictions.
- Federal AMT percentage. The share of the fund's exempt-interest dividends attributed to private activity bonds for the alternative minimum tax. It is applied to Form 1099-DIV, Box 12.
- Exempt-interest dividends by state. The share of the fund's exempt-interest dividends that came from each state and territory. It is applied to Form 1099-DIV, Box 12.
How iShares reports this
iShares collects its documents in an annual Tax Kit, including a by-state table for its municipal ETFs and a U.S. government source income list for its whole ETF lineup.
The iShares by-state table runs sideways across two pages, with one column per ETF and an AMT row at the bottom, which makes a fund easy to misread on screen.
CALI by state
Choose the state on the return to see that state's reference for this fund.
- CALI AK: Alaska
- CALI AL: Alabama
- CALI AR: Arkansas
- CALI AZ: Arizona
- CALI CA: California
- CALI CO: Colorado
- CALI CT: Connecticut
- CALI DC: District of Columbia
- CALI DE: Delaware
- CALI FL: Florida
- CALI GA: Georgia
- CALI HI: Hawaii
- CALI IA: Iowa
- CALI ID: Idaho
- CALI IL: Illinois
- CALI IN: Indiana
- CALI KS: Kansas
- CALI KY: Kentucky
- CALI LA: Louisiana
- CALI MA: Massachusetts
- CALI MD: Maryland
- CALI ME: Maine
- CALI MI: Michigan
- CALI MN: Minnesota
- CALI MO: Missouri
- CALI MS: Mississippi
- CALI MT: Montana
- CALI NC: North Carolina
- CALI ND: North Dakota
- CALI NE: Nebraska
- CALI NH: New Hampshire
- CALI NJ: New Jersey
- CALI NM: New Mexico
- CALI NV: Nevada
- CALI NY: New York
- CALI OH: Ohio
- CALI OK: Oklahoma
- CALI OR: Oregon
- CALI PA: Pennsylvania
- CALI PR: Puerto Rico
- CALI RI: Rhode Island
- CALI SC: South Carolina
- CALI SD: South Dakota
- CALI TN: Tennessee
- CALI TX: Texas
- CALI UT: Utah
- CALI VA: Virginia
- CALI VT: Vermont
- CALI WA: Washington
- CALI WI: Wisconsin
- CALI WV: West Virginia
- CALI WY: Wyoming
Common questions
How much of CALI's exempt-interest dividends came from my client's state?
iShares reports this as a percentage for each state. It applies to the amount in Box 12 of Form 1099-DIV. The tax preparer decides how the result is treated on the return.
Is any of CALI's income subject to the federal AMT?
iShares publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.