Fund Tax Pro
iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ): 2025 tax information
iShares published the federal AMT percentage and state percentages for iShares iBonds Dec 2028 Term Muni Bond 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: IBMQ.
- The source reports this fund against 52 states and territories, with income above zero in 49 of them.
- 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.
IBMQ by state
Choose the state on the return to see that state's reference for this fund.
- IBMQ AK: Alaska
- IBMQ AL: Alabama
- IBMQ AR: Arkansas
- IBMQ AZ: Arizona
- IBMQ CA: California
- IBMQ CO: Colorado
- IBMQ CT: Connecticut
- IBMQ DC: District of Columbia
- IBMQ DE: Delaware
- IBMQ FL: Florida
- IBMQ GA: Georgia
- IBMQ HI: Hawaii
- IBMQ IA: Iowa
- IBMQ ID: Idaho
- IBMQ IL: Illinois
- IBMQ IN: Indiana
- IBMQ KS: Kansas
- IBMQ KY: Kentucky
- IBMQ LA: Louisiana
- IBMQ MA: Massachusetts
- IBMQ MD: Maryland
- IBMQ ME: Maine
- IBMQ MI: Michigan
- IBMQ MN: Minnesota
- IBMQ MO: Missouri
- IBMQ MS: Mississippi
- IBMQ MT: Montana
- IBMQ NC: North Carolina
- IBMQ ND: North Dakota
- IBMQ NE: Nebraska
- IBMQ NH: New Hampshire
- IBMQ NJ: New Jersey
- IBMQ NM: New Mexico
- IBMQ NV: Nevada
- IBMQ NY: New York
- IBMQ OH: Ohio
- IBMQ OK: Oklahoma
- IBMQ OR: Oregon
- IBMQ PA: Pennsylvania
- IBMQ PR: Puerto Rico
- IBMQ RI: Rhode Island
- IBMQ SC: South Carolina
- IBMQ SD: South Dakota
- IBMQ TN: Tennessee
- IBMQ TX: Texas
- IBMQ UT: Utah
- IBMQ VA: Virginia
- IBMQ VT: Vermont
- IBMQ WA: Washington
- IBMQ WI: Wisconsin
- IBMQ WV: West Virginia
- IBMQ WY: Wyoming
Common questions
How much of IBMQ'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 IBMQ's income subject to the federal AMT?
iShares publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.