2020 Surveys of State Tax Policies

2020 Surveys of State Tax Policies


Survey 1 – State Income Taxation of Dividends Paid by a RIC Derived in Whole (or in Part) from Interest on Federal Obligations

Survey 2 – State Taxation of State and Local Obligations

Survey 3 – State Taxation of Long-Term Capital Gain Distributions Made by RICs to Individual Shareholders

Survey 4 – State Taxation of Contributions to and Distributions from Certain Retirement Plans

Survey 5 – State Taxation of Qualified Tuition Programs (Section 529 Plans)


ICI Memo Regarding Survey Results


The Institute has not verified the information in the surveys. Further investigation or consultation with a tax professional may be advisable.