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Get your taxes done using TurboTax
For state tax exempt dividends……
There should be extra pages with your 1099 from the broker or fund listing them. Or you need to get the statements online from the company.
Some brokers are not including the backup detail sheets and tables now and you have to go online to get them. Like I have Vanguard and I'm in California.
For Vanguard......
You will need to calculate any amounts yourself using these tables. Vanguard use to include these tables with the 1099 forms but now you have to get them online here. There are 3.
Tax information for Vanguard funds | Vanguard
It can be hard to calculate. I had to make a spreadsheet listing each fund, the dividend and percentage.
December 3, 2024
12:41 PM