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State tax filing
You could look at the total amount of interest/dividends you received, compared to the amount shown as US Government and California amounts on your supplemental statement.
If total interest is $100, for example, and Government interest is $50, and California interest is $20, then No, the interest is not from funds with less than 50% of their assets invested in CA and US obligations.
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April 4, 2024
4:20 PM