The % for your state applies to Tax-Exempt dividends, such as a muni bond fund.jay50 wrote: ↑Mon Mar 04, 2024 8:30 am Such good information! Thanks. I think the hard part is identifying exactly which of the two types of funds you reference are on my chart! However, if my chart shows all state percentages as well as the larger US govt percentage, can I figure that both sets of percentages apply to that particular fund? Thanks again!
The % US Govt obligations applies to Ordinary Dividends.
Ordinary Dividends, btw, equals Qualified dividends + Nonqualified dividends + Section 199A dividends (maybe a few other types?) but does not include Tax-Exempt dividends.