How do I determine what portion of my capital gains came from U.S. obligations?

This information is available from your financial institution, be it a brokerage like Wells Fargo or direct from the mutual fund company, like American Funds.

You should be able to find a Tax Center or something similar on the company's web site.

It may be called Tax Center, Tax Worksheets, Tax Calculators, or something similar.

I know that on the American Funds site, it is called Tax Center, and there is a link specifically for "Sales Tax Exclusion for U.S. Government Income."

The worksheet / calculator should list the specific funds that are tax exempt.

Funds may be partially or 100% exempt.

Hope this helps.

I believe this covers tax exclusions for "ordinary dividends".  There is now a section in Turbo Tax for exclusions on capital gains - is this the same thing?  If not, where do I get the data for the exclusion on capital gains?

i have the same question. Vanguard specifically says that the percentage of dividends from u.s. government obligations does not apply to capital gains. But they were unable to give me any information.