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State tax filing
Very true. Each brokerage may have their own list, but I just checked Fidelity, and each year they publish a PDF file of each of their Mutual funds that had US Govt securities, and the % of the yearly distribution that was from US Govt bonds...
Then they put a "*" next to any fund where the % wasn't high enough to be used for "California, Connecticut, and New York" ... (so I suspect those 2 other states have the same limitations)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 3, 2023
11:18 AM