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SIE: Debt Securities
SIE practice questionmediumMunicipal Bonds - Tax Considerations

Interest on municipal bonds is generally exempt from:

  1. AFederal income tax✓ Correct answer
  2. BState income tax in all cases
  3. CCapital gains tax
  4. DAlternative minimum tax
Explanation

Why AFederal income tax

Municipal bond interest is federally tax-exempt. It is not always state tax-exempt, and capital gains and AMT rules may still apply.

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