Fund Tax Pro
UTAVX Utah (UT) exempt-interest percentage, tax year 2025
NYLI MacKay Utah Muni Fund is New York Life Investments' Utah fund, so Utah is the state its table centers on.
| Item | Published figure | Fund company source |
|---|---|---|
| Utah 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 |
Working out UTAVX state deductibility in Utah
Preparers looking up UTAVX for a Utah return usually start with the fund's Utah percentage. Multiply it by the exempt-interest dividends in Box 12 of Form 1099-DIV to get the Utah 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 UTAVX's tax year 2025 percentage for Utah, 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.