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Index/Topics/Municipal Bond Strategies

Municipal Bond Strategies

Investment strategies involving municipal bonds that can help reduce taxable income.

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Jan 14, 2026
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Where on Form 1040 is tax-exempt interest reported and how does it feed into Form 8962 reconciliation?

Tax‑exempt interest is reported on Form 1040 at line 2a (the “Tax‑exempt interest” line) even though it is not federally taxable, and that amount is pulled into the Premium Tax Credit (PTC) reconcilia...

Jan 6, 2026

How are Social Security benefits taxed at different provisional income levels in 2025?

Social Security benefits in 2025 are taxed based on a beneficiary’s provisional income — defined as adjusted gross income plus tax-exempt interest plus half of Social Security benefits — and the famil...