I'm just preparing as I'm worried I may be getting a little too old to do my taxes myself. I've always had a mutual account before this year and I never did a download with TurboTax. I just entered the information. Now with the new brokerage system, everything will be consolidated. I know there will be breakdowns in supporting pages. I'm particularly interested in Municipal bond interest or rather dividends. I have a New Jersey long-term Bond Fund and a municipal money market. If I did a download from Vanguard would that take care of the New Jersey aspects as well or does that have to be entered separately by the customer?
Statistics: Posted by Good Listener — Sun Jan 05, 2025 12:18 pm — Replies 2 — Views 149