jeffecohen
Level 3
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Unless TT is doing things differently than it has in prior years, I don't think this problem is solved yet.. ML released 1099Rs a few days ago and they say that...
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I had this problem with TT 2021, and have the same with 2022. During the interview, I was asked if I wanted to carry over info from 2021 to 2022 (to which I rep...
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Fidelity is very good that way. Too bad they only provide the data for their own funds. Its next to impossible to get this type info from the MFs themselves.Eve...
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@Anonymous_You are correct. Treasury funds are NY (and, I assume, all states) tax free. Other bond funds may be as well, if they are "regulated investment compa...
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@SteamTrainExactly what I was looking for. I've gone through that page dozens of times over the years, but never had treasury funds, so I didn't pay attention.T...
Activity Feed for jeffecohen
- Got Cheered for Re: Merrill Edge - not on import list of available companies. 2 weeks ago
- Got Cheered for Re: Merrill Edge - not on import list of available companies. 2 weeks ago
- Got Cheered for Re: Merrill Edge - not on import list of available companies. 3 weeks ago
- Posted Re: Merrill Edge - not on import list of available companies on Get your taxes done using TurboTax. 3 weeks ago
- Posted Re: Miscellaneous Investment Expenses on Deductions & credits. April 17, 2023 6:13 AM
- Posted Re: NY State Tax Treatment of Income From Treasury Bond ETFs/MFs on State tax filing. January 4, 2023 7:57 AM
- Posted Re: NY State Tax Treatment of Income From Treasury Bond ETFs/MFs on State tax filing. January 3, 2023 11:07 AM
- Posted Re: NY State Tax Treatment of Income From Treasury Bond ETFs/MFs on State tax filing. January 3, 2023 9:51 AM
- Cheered Re: NY State Tax Treatment of Income From Treasury Bond ETFs/MFs for SteamTrain. January 3, 2023 9:48 AM
- Posted NY State Tax Treatment of Income From Treasury Bond ETFs/MFs on State tax filing. January 2, 2023 10:24 AM
- Posted Re: Is TT New York State 2022 Available Yet (as of 11/20/2022)? on Get your taxes done using TurboTax. November 22, 2022 11:39 AM
- Posted Re: Is TT New York State 2022 Available Yet (as of 11/20/2022)? on Get your taxes done using TurboTax. November 22, 2022 6:43 AM
- Posted Re: Is TT New York State 2022 Available Yet (as of 11/20/2022)? on Get your taxes done using TurboTax. November 21, 2022 3:18 PM
- Posted Is TT New York State 2022 Available Yet (as of 11/20/2022)? on Get your taxes done using TurboTax. November 20, 2022 1:55 PM
- Posted Re: Miscellaneous Investment Expenses on Deductions & credits. March 25, 2022 2:53 PM
- Posted Re: Miscellaneous Investment Expenses on Deductions & credits. March 25, 2022 8:38 AM
- Posted Re: Miscellaneous Investment Expenses on Deductions & credits. January 28, 2022 7:06 PM
- Cheered Re: Miscellaneous Investment Expenses for Opus 17. January 28, 2022 5:31 PM
- Posted Re: Miscellaneous Investment Expenses on Deductions & credits. January 28, 2022 5:04 PM
- Posted Re: Miscellaneous Investment Expenses on Deductions & credits. January 28, 2022 3:53 PM