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Investing
To my knowledge, all brokers compile the dividend payments together on your 1099-DIV and never separate out the state/local tax-free portions attributed to income received from USGov obligations. Here is a fantastic resource to consult which will give guidance on how to fix this issue - but you have to manually do the work. In my experience, it is well worth the effort and very easy to rectify in Turbotax:
https://thefinancebuff.com/state-tax-exempt-treasury-fund-etf.html
‎February 22, 2024
9:19 AM