Fund Tax Pro
PZC Montana (MT) exempt-interest percentage, tax year 2025
PIMCO California Municipal Income Fund III is a California fund. A Montana return is an unusual match, so confirm the fund and the client's state before relying on a figure.
| Item | Published figure | Fund company source |
|---|---|---|
| Montana share of exempt-interest dividends, 2025 | ••.••% | 2025 PIMCO Tax Information Page 12. State and Territory Detail |
Working out PZC state deductibility in Montana
Preparers looking up PZC for a Montana return usually start with the fund's Montana percentage. Multiply it by the exempt-interest dividends in Box 12 of Form 1099-DIV to get the Montana 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 PZC's tax year 2025 percentage for Montana, the calculation, the document title (2025 PIMCO Tax Information) and page 12. Subscribers can also download PIMCO's document itself.