- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
After contacting my brokerage, I researched the actual mutual fund holdings lists.
I have $10.44 of "exempt dividend/exempt dividend AMT" from a mutual fund with 2,054 holdings that add up to 100.04% (some of them are 0.0000%).
I have another $6.80 of "exempt nonqual div" from another mutual fund with 16,153 different holdings (and their website does not give the % breakdown).
Am I realistically expected to break all these down and enter them by each state? (For $17.24 of exempt dividends?)
How do I get around this in Turbo Tax?
‎February 23, 2021
3:05 PM