Fund Tax Pro
iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS): 2025 tax information
iShares published the federal AMT percentage and state percentages for iShares iBonds Dec 2030 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: IBMS.
- 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.
IBMS by state
Choose the state on the return to see that state's reference for this fund.
- IBMS AK: Alaska
- IBMS AL: Alabama
- IBMS AR: Arkansas
- IBMS AZ: Arizona
- IBMS CA: California
- IBMS CO: Colorado
- IBMS CT: Connecticut
- IBMS DC: District of Columbia
- IBMS DE: Delaware
- IBMS FL: Florida
- IBMS GA: Georgia
- IBMS HI: Hawaii
- IBMS IA: Iowa
- IBMS ID: Idaho
- IBMS IL: Illinois
- IBMS IN: Indiana
- IBMS KS: Kansas
- IBMS KY: Kentucky
- IBMS LA: Louisiana
- IBMS MA: Massachusetts
- IBMS MD: Maryland
- IBMS ME: Maine
- IBMS MI: Michigan
- IBMS MN: Minnesota
- IBMS MO: Missouri
- IBMS MS: Mississippi
- IBMS MT: Montana
- IBMS NC: North Carolina
- IBMS ND: North Dakota
- IBMS NE: Nebraska
- IBMS NH: New Hampshire
- IBMS NJ: New Jersey
- IBMS NM: New Mexico
- IBMS NV: Nevada
- IBMS NY: New York
- IBMS OH: Ohio
- IBMS OK: Oklahoma
- IBMS OR: Oregon
- IBMS PA: Pennsylvania
- IBMS PR: Puerto Rico
- IBMS RI: Rhode Island
- IBMS SC: South Carolina
- IBMS SD: South Dakota
- IBMS TN: Tennessee
- IBMS TX: Texas
- IBMS UT: Utah
- IBMS VA: Virginia
- IBMS VT: Vermont
- IBMS WA: Washington
- IBMS WI: Wisconsin
- IBMS WV: West Virginia
- IBMS WY: Wyoming
Common questions
How much of IBMS'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 IBMS's income subject to the federal AMT?
iShares publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.