Fund Tax Pro
NYLI MacKay Short Term Muni Fund (MSTAX, MSTEX, MSTIX, +2 more): 2025 tax information
New York Life Investments published the federal AMT percentage and state percentages for NYLI MacKay Short Term Muni 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 | ••.••% | 2025 NYLI Funds Income Tax Information Notice Page 1. Percentage of income subject to AMT |
| Exempt-interest dividends by state (54 rows) | ••.••% | 2025 NYLI Funds Income Tax Information Notice Page 4. Percentage of each Fund's dividend earned from securities of each state or jurisdiction |
What's on file for this fund
- The same figures apply across 5 listed tickers: MSTAX, MSTEX, MSTIX, MSTUX, MYTBX.
- Share classes on file: A, R6, I, A2 and INV.
- CUSIPs on file: 56063J138, 56063J146, 56063J153, 56064L736, 56065F555.
- The source reports this fund against 54 states and territories, with income above zero in 45 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 New York Life Investments reports this
New York Life Investments publishes one income tax notice for its mutual funds, with a separate state notice for its MacKay municipal ETFs.
Its mutual fund notice gives each national municipal fund its own state table with one decimal place, while the ETF notice prints the funds side by side with two decimals. State-specific funds appear in a shorter summary table.
MSTAX by state
Choose the state on the return to see that state's reference for this fund.
- MSTAX AK: Alaska
- MSTAX AL: Alabama
- MSTAX AR: Arkansas
- MSTAX AZ: Arizona
- MSTAX CA: California
- MSTAX CO: Colorado
- MSTAX CT: Connecticut
- MSTAX DC: District of Columbia
- MSTAX DE: Delaware
- MSTAX FL: Florida
- MSTAX GA: Georgia
- MSTAX GU: Guam
- MSTAX HI: Hawaii
- MSTAX IA: Iowa
- MSTAX ID: Idaho
- MSTAX IL: Illinois
- MSTAX IN: Indiana
- MSTAX KS: Kansas
- MSTAX KY: Kentucky
- MSTAX LA: Louisiana
- MSTAX MA: Massachusetts
- MSTAX MD: Maryland
- MSTAX ME: Maine
- MSTAX MI: Michigan
- MSTAX MN: Minnesota
- MSTAX MO: Missouri
- MSTAX MS: Mississippi
- MSTAX MT: Montana
- MSTAX NC: North Carolina
- MSTAX ND: North Dakota
- MSTAX NE: Nebraska
- MSTAX NH: New Hampshire
- MSTAX NJ: New Jersey
- MSTAX NM: New Mexico
- MSTAX NV: Nevada
- MSTAX NY: New York
- MSTAX OH: Ohio
- MSTAX OK: Oklahoma
- MSTAX OR: Oregon
- MSTAX PA: Pennsylvania
- MSTAX PR: Puerto Rico
- MSTAX RI: Rhode Island
- MSTAX SC: South Carolina
- MSTAX SD: South Dakota
- MSTAX TN: Tennessee
- MSTAX TX: Texas
- MSTAX UT: Utah
- MSTAX VA: Virginia
- MSTAX VI: U.S. Virgin Islands
- MSTAX VT: Vermont
- MSTAX WA: Washington
- MSTAX WI: Wisconsin
- MSTAX WV: West Virginia
- MSTAX WY: Wyoming
Common questions
How much of MSTAX's exempt-interest dividends came from my client's state?
New York Life Investments 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 MSTAX's income subject to the federal AMT?
New York Life Investments publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.