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Get your taxes done using TurboTax
Thanks for responding to my query. In the mutual fund in question I added the qualified dividends to the non qualified dividends (to get total dividends) and then multiplied by the percentage (36.46%) of US treasury bonds in the fund. Where do I enter this dollar amount? I am guessing that it is added to the amount in box 12 (exempt interest dividends)?! Note: this would not be such a problem if Vanguard had sent me 1099-div statements for each individual mutual fund rather than the summary 1099-div which reflects ALL funds lumped together.
Also you mentioned putting a statement in the return explaining what I did. I file electronically so I don't know how to do that in the TurboTax software.
Thanks for your continuing help.
‎February 4, 2023
9:14 AM