Fund Tax Pro
JPMorgan Short-Intermediate Municipal Bond Fund (OSTAX, JIMIX, OSTSX, +1 more): 2025 tax information
JPMorgan published the federal AMT percentage and state percentages for JPMorgan Short-Intermediate Municipal 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 3. Amount Subject to AMT |
| Exempt-interest dividends by state (49 rows) | ••.••% | J.P. Morgan Funds 2025 Distribution Notice Page 3. Tax-Exempt Income Distribution Information |
What's on file for this fund
- The same figures apply across 4 listed tickers: OSTAX, JIMIX, OSTSX, STMCX.
- Share classes on file: A, I, R6 and C.
- The source reports this fund against 49 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 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.
OSTAX by state
Choose the state on the return to see that state's reference for this fund.
- OSTAX AK: Alaska
- OSTAX AL: Alabama
- OSTAX AR: Arkansas
- OSTAX AZ: Arizona
- OSTAX CA: California
- OSTAX CO: Colorado
- OSTAX CT: Connecticut
- OSTAX DC: District of Columbia
- OSTAX FL: Florida
- OSTAX GA: Georgia
- OSTAX GU: Guam
- OSTAX HI: Hawaii
- OSTAX IA: Iowa
- OSTAX ID: Idaho
- OSTAX IL: Illinois
- OSTAX IN: Indiana
- OSTAX KS: Kansas
- OSTAX KY: Kentucky
- OSTAX LA: Louisiana
- OSTAX MA: Massachusetts
- OSTAX MD: Maryland
- OSTAX ME: Maine
- OSTAX MI: Michigan
- OSTAX MN: Minnesota
- OSTAX MO: Missouri
- OSTAX MS: Mississippi
- OSTAX MT: Montana
- OSTAX NC: North Carolina
- OSTAX ND: North Dakota
- OSTAX NE: Nebraska
- OSTAX NH: New Hampshire
- OSTAX NJ: New Jersey
- OSTAX NM: New Mexico
- OSTAX NV: Nevada
- OSTAX NY: New York
- OSTAX OH: Ohio
- OSTAX OK: Oklahoma
- OSTAX OR: Oregon
- OSTAX PA: Pennsylvania
- OSTAX PR: Puerto Rico
- OSTAX RI: Rhode Island
- OSTAX SC: South Carolina
- OSTAX SD: South Dakota
- OSTAX TN: Tennessee
- OSTAX TX: Texas
- OSTAX UT: Utah
- OSTAX VA: Virginia
- OSTAX WA: Washington
- OSTAX WI: Wisconsin
Common questions
How much of OSTAX'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 OSTAX's income subject to the federal AMT?
JPMorgan publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.