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Specifications for submission of state and local government tax exempt bond interest information

We ask all financial institutions to report interest and dividends of $10 or more:

  • earned from federally tax-exempt securities, and 
  • paid to individuals and trusts that have a New York State address.

This includes interest from bonds, mutual funds, money market funds, and unit investment trusts.

We request your 2023 reporting be submitted by August 31, 2024.



To report corrections of a file already transmitted, submit a complete file and send an email notification to