Thanks! Yes, that all seems correct. My mutual fund company sends such an insert (or the data is searchable online, though you have to poke about a bit, sometim...
Thanks for the tips. I went back and checked, and the detailed info was not entered in the 1099-B forms involved (they were downloaded, and I answered all inter...
Worse than that, the California determination seems to muddle dividend income that is (or is not) tax-exempt with interest income that is (or is not) tax exempt...
As noted in another comment, California exempts dividends and interests from funds only if they hold 50% Federal and California bonds.The transfer of Federal in...
CORRECTION:No personal IRA if you are "eligible to participate for [a defined benefit] plan year ending with or within the tax year.:But for a SEP, SIMPLE, SARS...
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