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Get your taxes done using TurboTax
One has to read the Brokerage sheets closely though.
One of the Fidelity Funds last year (for 2021 - FDRXX) produced right at 55% of its dividends from US Govt securities
BUT....it was not marked as being CA,CT,NY eligible, because the fund did not actually contain asset holdings over 50%. 100% shouldn't be a problem, but those close to an even 50% +or- 10% of the distribution $$ may need a closer look.
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Fidelity is still working on their 2022 US Govt Distribution % values, so the sheets aren't available yet for this year.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 4, 2023
10:51 AM