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Get your taxes done using TurboTax
You are correct that you don't need the % US info. It is used to potentially reduce state tax. However, brokers aren't going to give you those details for any funds that they don't own. You would need to look up the website tax information in each mutual fund and ETF in your brokerage account.
March 7, 2023
8:12 PM
17,913 Views