- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
Correct, you would only list CA, and any US territories separately....the remainder is just "Multiple States"
BUT...you must calculate the exact $$ amount yourself, from whatever information the Broker/Mutual fund provides.
(CA does have a limitation, for any individual fund you own, it must hold at least 50% of it's assets in CA-bonds, otherwise you can't break out the CA$$ from that particular fund)
Here is an example for a NC resident:
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 1, 2021
3:50 PM