cliffoehme2
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American Funds provides a worksheet called State Tax Exclusions for U.S. Government Income. You enter your numbers from box 1a of your 1099-DIV and it multiplie...
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Thank you! You have been most helpful.I have made the edits (just deleted the 107 from Schedule 2). Left Schedule 1 as is.Sorry, I forgot the token until I rere...
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Also, for the "tax-aware" fund it was initially funded in 2014, so the 2012 rule change you mentioned does not apply.
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OK, I will send a sanitized file.You will see on my 1099-DIV for fund Tax-Aware Conservative Growth and Income in box 12 (exempt interest) there is a value of 2...
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- Cheered Re: State tax exclusions for LenaH. February 13, 2025 8:36 AM
- Posted Re: State tax exclusions on Business & farm. February 12, 2025 12:05 PM
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- Posted Re: State tax exclusions on Business & farm. February 10, 2025 11:48 AM
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- Posted Re: State tax exclusions on Business & farm. February 4, 2025 8:53 AM
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- Posted Thanks, that fixed it. But to clarify, since I already c... on Retirement tax questions. June 4, 2019 6:31 PM
- Posted Thanks, that fixed it. But to clarify, since I already c... on Retirement tax questions. June 4, 2019 6:31 PM
- Posted TT says max Roth contribution is $6500 for 2018. Did $24500 thru payroll deductions to Roth 401k. on Retirement tax questions. June 4, 2019 6:30 PM