Thanks for your response yesterday, Mike, but I have a more detailed question. I spoke with a Vanguard rep yesterday and they provided no other help, suggesting contacting a tax professional.
My Vanguard 1099DIV combines several mutual funds in reporting. They provide an information sheet with the percentage of income from US government obligations from each fund that are exempt from state taxes.. The only way that I can see to determine this amount is to refer to the pages following my 1099DIV, titled "Detail for Dividends and Distributions." That lists each fund's transactions as to dividends and capital gains. The information Vanguard provides says the percentages apply only to dividends, not capital gains.
My question is: Should I include all types of dividends listed - Nonqualified, Qualified, and Section 199A dividends in my percentage calculations? Thank you.