Fund Tax Pro
JPMorgan National Municipal Income Fund (JITAX, JITCX, JITIX, +1 more): 2025 tax information
JPMorgan published the federal AMT percentage and state percentages for JPMorgan National Municipal Income 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 (50 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: JITAX, JITCX, JITIX, JITZX.
- Share classes on file: A, C, I and R6.
- The source reports this fund against 50 states and territories, with income above zero in 50 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 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.
JITAX by state
Choose the state on the return to see that state's reference for this fund.
- JITAX AK: Alaska
- JITAX AL: Alabama
- JITAX AZ: Arizona
- JITAX CA: California
- JITAX CO: Colorado
- JITAX CT: Connecticut
- JITAX DC: District of Columbia
- JITAX DE: Delaware
- JITAX FL: Florida
- JITAX GA: Georgia
- JITAX HI: Hawaii
- JITAX IA: Iowa
- JITAX ID: Idaho
- JITAX IL: Illinois
- JITAX IN: Indiana
- JITAX KS: Kansas
- JITAX KY: Kentucky
- JITAX LA: Louisiana
- JITAX MA: Massachusetts
- JITAX MD: Maryland
- JITAX ME: Maine
- JITAX MI: Michigan
- JITAX MN: Minnesota
- JITAX MO: Missouri
- JITAX MS: Mississippi
- JITAX MT: Montana
- JITAX NC: North Carolina
- JITAX ND: North Dakota
- JITAX NE: Nebraska
- JITAX NH: New Hampshire
- JITAX NJ: New Jersey
- JITAX NM: New Mexico
- JITAX NV: Nevada
- JITAX NY: New York
- JITAX OH: Ohio
- JITAX OK: Oklahoma
- JITAX OR: Oregon
- JITAX PA: Pennsylvania
- JITAX PR: Puerto Rico
- JITAX RI: Rhode Island
- JITAX SC: South Carolina
- JITAX SD: South Dakota
- JITAX TN: Tennessee
- JITAX TX: Texas
- JITAX UT: Utah
- JITAX VA: Virginia
- JITAX WA: Washington
- JITAX WI: Wisconsin
- JITAX WV: West Virginia
- JITAX WY: Wyoming
Common questions
How much of JITAX'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 JITAX's income subject to the federal AMT?
JPMorgan publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.