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Get your taxes done using TurboTax
thank you all for the replies. Relying on the footnote (eg the one for Vanguard) seems the only way to know which funds meet the NY, CT, and CA requirements of (at least) 50% US holdings throughout the year. the percentage for each fund is usable only if a fund first meets the 50% requirement.
It does not help planning when the same fund meets the 50% req in some years but not in others. (eg VMRXX)
‎November 6, 2025
6:12 PM