investing in U.S. government obligations 报税
发表于 ： 13 4月 2026, 14:07
Dividends from mutual funds or ETFs investing in U.S. government obligations (Treasury bills, notes, bonds) are generally exempt from state and local income taxes.
Dividends from mutual funds or ETFs investing in U.S. government obligations (Treasury bills, notes, bonds) are generally exempt from state and local income taxes.
投资公司，如 fidelity, Charles Schwab. 会公布各个 funds 里 government obligations 的百分比，这部分的 dividend 是免州税的（联邦税依然要交），在报州税的时候从 1099-div 减去， 报税软件不会自动帮你做，要手工输入。
比如 fidelity 在这个网站公布
https://www.fidelity.com/tax-informatio ... nformation
有关的 pdf
U.S. government securities income
Percentage of Income from U.S. Government Securities (PDF)