Fund Tax Pro
JPMorgan California Tax Free Bond Fund (JCBAX, JCBCX, JCBSX, +1 more): 2025 tax information
JPMorgan published the federal AMT percentage and state percentages for JPMorgan California Tax Free Bond Fund for tax year 2025. This page shows what is on file for this mutual fund and where it was published.
| Item | Published figure | Fund company source |
|---|---|---|
| Federal AMT percentage | ••.••% | J.P. Morgan Funds 2025 Distribution Notice Page 2. Amount Subject to AMT |
| Exempt-interest dividends by state (45 rows) | ••.••% | J.P. Morgan Funds 2025 Distribution Notice Page 2. Tax-Exempt Income Distribution Information |
What's on file for this fund
- The same figures apply across 4 listed tickers: JCBAX, JCBCX, JCBSX, JPICX.
- Share classes on file: A, C, R6 and I.
- This is a California fund, and the source reports its income against 45 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 JPMorgan reports this
JPMorgan publishes one annual Distribution Notice covering tax-exempt income by state, sources of taxable income and foreign source income.
Its state table leaves a cell blank where a fund reported no income, and states that its percentages apply to all share classes of a fund.
JCBAX by state
Choose the state on the return to see that state's reference for this fund.
- JCBAX AK: Alaska
- JCBAX AL: Alabama
- JCBAX AZ: Arizona
- JCBAX CA: California
- JCBAX CO: Colorado
- JCBAX CT: Connecticut
- JCBAX DC: District of Columbia
- JCBAX FL: Florida
- JCBAX GA: Georgia
- JCBAX GU: Guam
- JCBAX HI: Hawaii
- JCBAX IA: Iowa
- JCBAX ID: Idaho
- JCBAX IL: Illinois
- JCBAX IN: Indiana
- JCBAX KS: Kansas
- JCBAX KY: Kentucky
- JCBAX LA: Louisiana
- JCBAX MA: Massachusetts
- JCBAX MD: Maryland
- JCBAX MI: Michigan
- JCBAX MN: Minnesota
- JCBAX MO: Missouri
- JCBAX MS: Mississippi
- JCBAX NC: North Carolina
- JCBAX NE: Nebraska
- JCBAX NH: New Hampshire
- JCBAX NJ: New Jersey
- JCBAX NM: New Mexico
- JCBAX NY: New York
- JCBAX OH: Ohio
- JCBAX OK: Oklahoma
- JCBAX OR: Oregon
- JCBAX PA: Pennsylvania
- JCBAX PR: Puerto Rico
- JCBAX RI: Rhode Island
- JCBAX SC: South Carolina
- JCBAX SD: South Dakota
- JCBAX TN: Tennessee
- JCBAX TX: Texas
- JCBAX UT: Utah
- JCBAX VA: Virginia
- JCBAX VT: Vermont
- JCBAX WA: Washington
- JCBAX WI: Wisconsin
Common questions
How much of JCBAX's exempt-interest dividends came from my client's state?
JPMorgan 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 JCBAX's income subject to the federal AMT?
JPMorgan publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.