Fund Tax Pro
PSDAX Texas (TX) exempt-interest percentage, tax year 2025
PIMCO Short Duration Municipal Income Fund is a national fund that reports income across 44 jurisdictions, so only part of its Box 12 amount relates to any one state.
| Item | Published figure | Fund company source |
|---|---|---|
| Texas share of exempt-interest dividends, 2025 | ••.••% | 2025 PIMCO Tax Information Page 11. State and Territory Detail |
Working out PSDAX state deductibility in Texas
Preparers looking up PSDAX for a Texas return usually start with the fund's Texas percentage. Multiply it by the exempt-interest dividends in Box 12 of Form 1099-DIV to get the Texas 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 PSDAX's tax year 2025 percentage for Texas, the calculation, the document title (2025 PIMCO Tax Information) and page 11. Subscribers can also download PIMCO's document itself.