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Get your taxes done using TurboTax
CA is a bit more picky in how they look at investments. I found CA FTB Pub 1001 lists which US Obligations count in CA. The list for interest and dividends are on pages 7 and 8. Accrued market discount isn't listed at all in the publication. Look through and see what applies to you and then you will know how to adjust and if allowed.
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March 7, 2025
6:59 PM