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Get your taxes done using TurboTax
I'm in California and have Vanguard. I made a spreadsheet to calculate the percentages excluded. Also this year Vanguard didn't send the extra backup pages listing the state and percentages. I had to go to Vanguard online and print them out. There are 2....US government obligations income information and Tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard Tax-Managed Balance Fund.
Here's my sheet, if I'm doing it right.
‎February 4, 2023
10:40 AM