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State tax filing
You are correct. Treasury funds are NY (and, I assume, all states) tax free. Other bond funds may be as well, if they are "regulated investment companies" (most MFs are). A fund must hold a minimum of 50% "US obligations" assets to be NY tax free. There's a list of about 50 categories that indicates which of them qualify/don't qualify for that designation.
‎January 3, 2023
11:07 AM