Fund Tax Pro
ORTBX Oregon (OR) exempt-interest percentage, tax year 2025
NYLI MacKay Oregon Muni Fund is New York Life Investments' Oregon fund, so Oregon is the state its table centers on.
| Item | Published figure | Fund company source |
|---|---|---|
| Oregon share of exempt-interest dividends, 2025 | ••.••% | 2025 NYLI Funds Income Tax Information Notice Page 5. NYLI MacKay State Specific Muni Funds |
| Federal AMT percentage, 2025 | ••.••% | 2025 NYLI Funds Income Tax Information Notice Page 5 |
| U.S. government obligation income, 2025 | ••.••% | 2025 NYLI Funds Income Tax Information Notice Page 8 |
Working out ORTBX state deductibility in Oregon
Preparers looking up ORTBX for a Oregon return usually start with the fund's Oregon percentage. Multiply it by the exempt-interest dividends in Box 12 of Form 1099-DIV to get the Oregon portion. Fund Tax Pro supplies the published percentage, the calculation and the source; the preparer decides how it is treated on the return.
Backup for the client file
The backup PDF records ORTBX's tax year 2025 percentage for Oregon, the calculation, the document title (2025 NYLI Funds Income Tax Information Notice) and page 5. Subscribers can also download New York Life Investments' document itself.