- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
If the state source breakdown percentage for each fund was not provided on the broker's tax supplemental information, you have to do some detective work at the website for each of the mutual funds. Most will have a "Tax Center" or "Tax Information" or similar name for their year-end tax section. And you may have to scroll a bit to find information that will list the various state sources, or may say something like "Tax-Exempt Income by Jurisdiction" or "Tax-Exempt Income by State", etc. It may be a link to another page. Different mutual fund companies may use different wording, but you can normally find the state breakdown percentages. If you can't find it, you can phone the particular mutual fund company (they're usually easy to reach), and they should be able to guide you to the correct page with the breakdown.
Sometimes the mutual fund company has one "Tax Center" page which lists all their funds in a table with the corresponding breakdown percentage of state source, but sometimes you have to go the page for each individual mutual fund to find that tax info for that particular fund. That's why I referred to it as "detective work." 😁