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State tax filing
And...what was the exact name of the fund the $$ came from.
Some Bond funds did not hold enough CA-specific bonds to allow the exemption. CA restricts the ability to exempt the $$ to those bond fund that hold mostly CA-Specific bonds.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 10, 2024
2:00 PM