kct
Level 2

State tax filing

Hi @BillM223 ! Thank you for the response. 

 

This is the 2018 document from Fidelity, so it's not up to date. Basically states that "California, Connecticut, and New York exempt dividend income only when a fund has met a certain minimum investment
in U.S. government securities"

https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/2018-gse.pdf

 

Also from this post, but it's also a little old and may be applying to 2018 tax year only: https://ttlc.intuit.com/community/state-taxes/discussion/can-i-exclude-us-government-obligations-in-...

 

Basically I wanted to check that the above is still true for tax year 2019.