sjrcpa
Level 15
02-09-2024
09:11 PM
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I make it a habit to go to Vanguard Tax Center, American Funds Tax Center, Fidelity, etc if I see large amounts of dividends from funds where I know there can be federal or state exclusions/subtractions.
For small amounts I don't bother unless the client gave me the info.
The more I know the more I don’t know.