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State tax filing
Fidelity is very good that way. Too bad they only provide the data for their own funds. Its next to impossible to get this type info from the MFs themselves.
Even trying to determine the percentage of NY tax-free assets in national munis is a fools errand (says the fool who used to go poring through all the annual reports every year). Now, I just pick a reasonable flat percentage and apply it to all the nationals. If NY comes after me, I'll pay the difference (hasn't happened yet). If they don't, I'll up the percentage bc it means what I've been using was probably too low and I doubt they'll refund what I overpaid. Unfortunately, I have to wait 3 years to find out - they don't audit until the last possible minute.
‎January 4, 2023
7:57 AM