You will need to look at the annual statements over the last three years to see if those conditions apply and decide if your mutual fund tax-exempt income is taxable in California or not. since these are disclosure statements, there are usually detailed explanations and summaries to use as a guide. Read those and determine if it is worth amending the last three years from the date you filed your return or within two years of the date you paid the tax, whichever is later.
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