Fund Tax Pro
iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR): 2025 tax information
iShares published the federal AMT percentage and state percentages for iShares iBonds Dec 2029 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: IBMR.
- 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.
IBMR by state
Choose the state on the return to see that state's reference for this fund.
- IBMR AK: Alaska
- IBMR AL: Alabama
- IBMR AR: Arkansas
- IBMR AZ: Arizona
- IBMR CA: California
- IBMR CO: Colorado
- IBMR CT: Connecticut
- IBMR DC: District of Columbia
- IBMR DE: Delaware
- IBMR FL: Florida
- IBMR GA: Georgia
- IBMR HI: Hawaii
- IBMR IA: Iowa
- IBMR ID: Idaho
- IBMR IL: Illinois
- IBMR IN: Indiana
- IBMR KS: Kansas
- IBMR KY: Kentucky
- IBMR LA: Louisiana
- IBMR MA: Massachusetts
- IBMR MD: Maryland
- IBMR ME: Maine
- IBMR MI: Michigan
- IBMR MN: Minnesota
- IBMR MO: Missouri
- IBMR MS: Mississippi
- IBMR MT: Montana
- IBMR NC: North Carolina
- IBMR ND: North Dakota
- IBMR NE: Nebraska
- IBMR NH: New Hampshire
- IBMR NJ: New Jersey
- IBMR NM: New Mexico
- IBMR NV: Nevada
- IBMR NY: New York
- IBMR OH: Ohio
- IBMR OK: Oklahoma
- IBMR OR: Oregon
- IBMR PA: Pennsylvania
- IBMR PR: Puerto Rico
- IBMR RI: Rhode Island
- IBMR SC: South Carolina
- IBMR SD: South Dakota
- IBMR TN: Tennessee
- IBMR TX: Texas
- IBMR UT: Utah
- IBMR VA: Virginia
- IBMR VT: Vermont
- IBMR WA: Washington
- IBMR WI: Wisconsin
- IBMR WV: West Virginia
- IBMR WY: Wyoming
Common questions
How much of IBMR'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 IBMR's income subject to the federal AMT?
iShares publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.