Thanks, Amy. The holdings are within four mutual funds like DFA Global Sustainability Fixed Income. Do I need to search on each of these holdings to see where they invested the funds and use that information to look at the NYS listing you sent the link for? Or is there an easier way to figure this out? Or should I just assume that the Direct Federal Income and the Indirect federal Income are not taxable in NYS?
Thanks again!
Lori K-S
