Investors & landlords

@AmyC I did go to the screen where it mentions "Enter US Government interest". However, both the funds (Vanguard High-Yield Tax-Exempt Fund and Vanguard California Long-Term Tax-Exempt) that I mentioned are Tax-exempt at the federal level as they are Muni-bonds.

See link here, https://personal.vanguard.com/pdf/INBST_012020.pdf

 

I think, I don't need to do anything at the federal level, rather just adjust the Vanguard High-Yield Tax-Exempt Fund at the state level (CA) since it doesn't own 50% assets in CA.

 

Let me know if this is correct.