Fund Tax Pro
JPMorgan Tax Free Bond Fund (PMBAX, JTFCX, PRBIX, +1 more): 2025 tax information
JPMorgan published the federal AMT percentage and state percentages for JPMorgan 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 3. Amount Subject to AMT |
| Exempt-interest dividends by state (51 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: PMBAX, JTFCX, PRBIX, RUNFX.
- Share classes on file: A, C, I and R6.
- The source reports this fund against 51 states and territories, with income above zero in 51 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.
PMBAX by state
Choose the state on the return to see that state's reference for this fund.
- PMBAX AK: Alaska
- PMBAX AL: Alabama
- PMBAX AZ: Arizona
- PMBAX CA: California
- PMBAX CO: Colorado
- PMBAX CT: Connecticut
- PMBAX DC: District of Columbia
- PMBAX DE: Delaware
- PMBAX FL: Florida
- PMBAX GA: Georgia
- PMBAX GU: Guam
- PMBAX HI: Hawaii
- PMBAX IA: Iowa
- PMBAX ID: Idaho
- PMBAX IL: Illinois
- PMBAX IN: Indiana
- PMBAX KY: Kentucky
- PMBAX LA: Louisiana
- PMBAX MA: Massachusetts
- PMBAX MD: Maryland
- PMBAX ME: Maine
- PMBAX MI: Michigan
- PMBAX MN: Minnesota
- PMBAX MO: Missouri
- PMBAX MS: Mississippi
- PMBAX MT: Montana
- PMBAX NC: North Carolina
- PMBAX ND: North Dakota
- PMBAX NE: Nebraska
- PMBAX NH: New Hampshire
- PMBAX NJ: New Jersey
- PMBAX NM: New Mexico
- PMBAX NV: Nevada
- PMBAX NY: New York
- PMBAX OH: Ohio
- PMBAX OK: Oklahoma
- PMBAX OR: Oregon
- PMBAX PA: Pennsylvania
- PMBAX PR: Puerto Rico
- PMBAX RI: Rhode Island
- PMBAX SC: South Carolina
- PMBAX SD: South Dakota
- PMBAX TN: Tennessee
- PMBAX TX: Texas
- PMBAX UT: Utah
- PMBAX VA: Virginia
- PMBAX VT: Vermont
- PMBAX WA: Washington
- PMBAX WI: Wisconsin
- PMBAX WV: West Virginia
- PMBAX WY: Wyoming
Common questions
How much of PMBAX'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 PMBAX's income subject to the federal AMT?
JPMorgan publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.