Top tax exempt mutual funds

    • Find out which Vanguard index mutual funds can be …

      Vanguard mutual fund (Admiral Shares) Mutual fund expense ratio Corresponding Vanguard ETF ® ETF expense ratio Savings to you U.S. bond funds Tax-Exempt Bond Index Fund (VTEAX) 0.09% Tax-Exempt Bond ETF (VTEB) 0.08% 11% U.S. stock funds 500 Index Fund (VFIAX) 0.04% S&P 500 ETF (VOO) 0.03% 25% Dividend Appreciation …


    • [PDF File]2021 Tax-Exempt Income from Fidelity Funds

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      Municipal Income Fund would calculate that portion of the tax-exempt interest dividends they received from the fund that may be exempt from Massachusetts income tax. For the purpose of this example, assume an investor had a tax-exempt interest dividend distribution of $1,000.00. Total percentage of qualifying interest . Tax-exempt interest


    • 2022 TAX INFORMATION LETTER Nuveen Municipal …

      Other states do not provide for tax exemption on federally Exempt Interest Dividends earned on home state bonds if the bonds are owned indirectly through an investment in a regulated investment company. Further, other states, such as Wisconsin, limit the tax exemption on federally Exempt Interest Dividends to certain specified home state bonds.


    • [PDF File]2020 Tax-Exempt Income from Fidelity Funds

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      Updated in February 2021, to include Strategic Advisers funds. 2020 Tax-Exempt Income from Fidelity Funds . Information for state tax reporting . ... Interest dividends from municipal mutual funds are generally exempt from federal income taxes. Nonetheless, you are required to report this income on your 2020 federal income tax return. ...


    • [PDF File]from Fidelity Funds 2022 Tax-Exempt Income

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      Municipal Income Fund would calculate that portion of the tax-exempt interest dividends they received from the fund that may be exempt from Massachusetts income tax. For the purpose of this example, assume an investor had a tax-exempt interest dividend distribution of $1,000.00. Tax-exempt interest distribution (from your 2022 Tax Statement)


    • [PDF File]2020 State Tax Information for USAA Investments, A Victory …

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      Exempt Short-13.92% 2020 State Tax Information for USAA Investments, A Victory Capital This report has been prepared for shareholders with tax-exempt dividends in the following funds to assist them in completing their 2020 state income tax return(s). Please consult with your tax advisor to determine how your state defines tax-exempt income. If you


    • [PDF File]Lessons from COVID-19: U.S. Municipal Bond Markets

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      Mutual funds hold approximately 20% of outstanding municipal debt; 80% is held by other investors.1 As with many asset classes, municipal bonds are part of a broader ... income tax-exempt notes will be determined by the tax …


    • [PDF File]2023 Dividend schedule - Vanguard

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      California Long-Term Tax-Exempt Investor Shares 922021100 VCITX 12/27/23 12/28/23 12/29/23 California Municipal Money Market 922021209 VCTXX 12/27/23 12/28/23 12/29/23 Capital Opportunity Admiral Shares 922038500 VHCAX 12/18/23 12/19/23 12/20/23


    • [PDF File]2022 Tax Guide Supplement - Eaton Vance

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      EATON VANCE CLOSED-END FUNDS TAX-EXEMPT INCOME & AMOUNT FEDERAL TAX INFORMATION Refer to the table below to compute the amount of your dividends from income in 2022 that are subject to Federal income tax. In addition, tax regulations require that tax-exempt income be reported on Form 1040, page 1, line 2a.


    • [PDF File]Nontaxable Investment Income - The Official Web Site for …

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      unlike most mutual funds. Investors receive their share of the assets when the trust is terminated. Interest from the trust is exempt from New Jersey Income Tax, provided the investments of the trust consist of nontaxable debt obligations.


    • [PDF File]Chapter 2: Regulation and Taxation of Mutual Funds - ICI

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      local taxes as well. Tax-exempt money market funds invest in short-term municipal securities and also pay exempt-interest dividends. Even though income from these two types of funds is generally tax-exempt, investors must report it on their income tax returns. Tax-exempt mutual funds provide investors with this information in a year-end statement,


    • [PDF File]Lord Abbett Shareholder Tax Guide 2022

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      Represents the amount of tax-exempt dividends paid to you by a mutual fund during the calendar year. This amount is generally exempt from Federal income tax. (See Part 3 for additional information.) Box 13: Specified Private Activity Bond Interest Dividends If you are subject to the alternative minimum tax (AMT),


    • [PDF File]2022 Percentage of Income from U.S. Government Securities

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      that may be state tax–exempt . $1,000 . X 9.30% = $93.00 . In this example, $93.00 may be exempt from state tax. California, Connecticut, and New Yorkvidendexempt di income only when a fund has mte a certain minimum investment in U.S. government securities. On the following pages, you will notice funds marked with an asterisk (*). These funds did


    • [PDF File]Updated in March 2022, to include Strategic Advisers funds.

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      that may be state tax–exempt $1,000 X 2.10% = $21.00 California, Connecticut, and New York exempt dividend income only when a fund has met a certain minimum investment in U.S. government securities. On the following pages, you will notice funds marked with an asterisk (*). These funds did


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