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New Member
posted Mar 11, 2025 1:24:47 PM

Vanguard Intermediate term tax exempt fund VWIUX question for PA tax return

I know a percentage of this dividend is tax exempt in PA, which I have posted in TT.

My questions are:

Type of Adjustment :  Nominee Adjustment

                                       ESOP distribution

                                       Other adjustment

Which is it?

 

Do I checkmark either of the  two boxes below?

Thank You.

 

 

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1 Replies
Expert Alumni
Mar 11, 2025 5:12:36 PM

Follow these steps:

  1. You can select none of these apply -unless you have federal obligations -select it. 
  2. The next screen will allow you to make the state adjustment you need. 
  3. Select that you earned exempt interest-dividends in more than one state.
  4. Select PA and enter the amount
  5. Select the bottom option of multiple states and enter the remainder of the money