Get your taxes done using TurboTax

I'm in CA and have Vanguard funds. I manually enter mine so I don't know if the import picks up all the right amounts for US Govt Obligations. Years ago I had to make a spreadsheet to calculate the amounts each year.

 

Vanguard used to include the extra sheets with the 1099 statement but now you have to get them online to see which funds you can exclude and how much. I go though and circle all my funds.


Tax information for Vanguard Funds
https://investor.vanguard.com/investor-resources-education/taxes/funds-tax-information

 

You probably need these 2 ….
US government obligations income information
https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/USGO_012025.pdf


Tax-exempt interest dividends by state
https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/INBST_022025.pdf

 

VG 1099.jpg