A portion of the dividends from muni bond funds and ETFs is also exempt from state income tax. Find the percentage and calculate it for your tax software.
State Tax-Exempt Treasury Interest from Mutual Funds and ETFs
Calculate how much of the fund and ETF dividends are from Treasuries and exempt from state taxes. Enter the amount into TurboTax, H&R Block, or FreeTaxUSA.
How to Enter 2022 Foreign Tax Credit Form 1116 in H&R Block
You need to file Form 1116 with your tax return when you paid more than $300 or $600 in foreign taxes. Here’s a walkthrough for how to do it in H&R Block.
How to Enter 2022 Foreign Tax Credit Form 1116 in TurboTax
You need to file Form 1116 with your tax return when you paid more than $300 or $600 in foreign taxes. Here’s a walkthrough for how to do it in TurboTax.
Two Types of Bond Ladder: When to Replace a Bond Fund or ETF
A bond ladder has advantages over a bond fund or ETF. The shorter the time span in which you will liquidate your bond holdings, the more valuable it is.
Too Much Hassle in Claiming Foreign Tax Credit on IRS Form 1116
Holding international stock funds in a taxable account gives you foreign tax credit, but claiming it on IRS Form 1116 has become too much hassle.
How To Harvest Tax Loss Between an ETF and a Mutual Fund
Using a special order type will make your ETF order behave like a mutual fund order. This minimizes the price fluctuation when you harvest tax losses.
Fidelity Extended ETF Orders in Dollars with Fractional Shares to Website
Fidelity used to accept ETF orders in dollars with fractional shares only in its mobile app. Now the same functionality is also online.
Choose Your Investments and Your Accounts Separately
In light of $0 commissions, you get the best of both worlds when you choose who manages your investments and who manages your accounts separately.
Fidelity Accepts ETF Orders in Dollars with Fractional Shares
Fidelity supports placing orders for ETFs in dollars in its mobile app now. Online interface and automatic investing should be next.
Best Index Funds and ETFs at Fidelity
This article lists the best index fund and ETF choice for each asset class when you invest at Fidelity.
Will Other Brokers Match Vanguard and Make All ETFs Commission-Free?
ETF providers will continue to pay brokers for preferential treatment. Other brokers will still want to keep assets away from Vanguard.