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Get your taxes done using TurboTax
Your brokerage may have additional forms or publications where they specify % invested in your state.
For example, for Vanguard, they publish what's called "Percentage of dividends distributed by state by Vanguard’s municipal bond funds". This shows several of their municipal bond funds and how much they're invested in each state. https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/inbst-2024.pdf
Hope that helps.
April 13, 2024
2:24 PM