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.
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.
Target Date Funds Are Underrated
The one unique advantage of a target date fund can overcome all its flaws.
Schwab Target Index Funds: Hidden Gems For Your IRA and 401k
Schwab has two sets of target date funds. Look for the word Index in the name.
Vanguard Proxy Voting 2017
How I voted on the Vanguard 2017 proxy proposals.
Now With Small Caps: New Fidelity International Stock Index Fund
Fidelity’s Total International Index Fund is more diversified than its other international index funds.