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Get your taxes done using TurboTax
>For New York State you will not be able to claim those unless the your fund holds at least 50% of it's holdings in US Govt Securities. Some states only allow exemptions on dividends for those funds holding a minimum percentage, usually 50%, of government securities at the end of each quarter.
Is the percentage of US Govt Holdings in the fund the same as the percentage published under the description "Percentage of ordinary dividends from U.S. government obligations"
Is the percentage that US Govt Holdings comprise of the entire fund at the end of each quarter a number that's even published by mutual funds?
thanks
‎November 6, 2025
1:34 AM