- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes you have to figure out any US Govt Obligations dividends yourself. When you get the 1099 from the mutual fund company there should be a sheet giving the state percentages for each fund. But last year for 2022 Vanguard didn't include the sheet and I had to get it online from their website. You get the percent and multiply it by your dividend. Here's a sheet I made for Vanguard.
‎December 7, 2023
10:23 AM
3,379 Views