Anonymous
Not applicable

State tax filing

@SteamTrain,

 

I am in a similar situation as @Cleanman22201. I have a robo-investing portfolio with Schwab, and it includes a Vanguard Tax-Exempt Bond ETF (Ticker: VTEB; https://institutional.vanguard.com/iippdf/pdfs/FS4391R.pdf) that generated tax-exempt dividends in 2021. I found a document from Vanguard that spells out the yield percentages by state for 2021 (see page 2 here: https://personal.vanguard.com/pdf/INBST_01_2022.pdf). However, it is unclear to me which of the eight columns/funds listed on of that document (see screenshot below) are my fund, if any, as none of the names seem to match mine by name. Any idea?

 

Thanks!

 

2022_03_14_20_10_46_Window.png