| | |||
| |||
| <john_t[at]nospam.com> wrote: - quote - > Schwab sends out their Schwab Funds Supplementary Tax Info
There is probably a sentence somewhere in the Supplementary> with all the usual stuff you need to fill out the always > weird fed tax free/some states yes/no tax free status of > these funds. > This year they give you the break down for the Municipal > Money fund but not the California Municipal Money fund. > AMT% is provided for both funds. > Does this imply the California fund is 100% fed and state > tax free since they don't show the state break out ? > Sorry if this reads rough. Info that states that unless otherwise noted State Municipal Bond funds are 100% tax-free in the titled state. Ira Smilovitz << ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== > |
|
#-1
| |||
| |||
| Schwab sends out their Schwab Funds Supplementary Tax Info with all the usual stuff you need to fill out the always weird fed tax free/some states yes/no tax free status of these funds. This year they give you the break down for the Municipal Money fund but not the California Municipal Money fund. AMT% is provided for both funds. Does this imply the California fund is 100% fed and state tax free since they don't show the state break out ? Sorry if this reads rough. << ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== > |
| Tags |
| funds, info, schwab, supplementary, tax |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| New to Money, need info about monthly statement, balance info, ect Stan: I have used QBooks and Quicken for years, but have never used any automatic or downloaded information until now. Due to a hard drive crash I... | Microsoft Money | 1 | 12-09-2005 04:04 AM | |
| can't connect to Schwab fred: I can't connect to Schwab site today to directly download statement. I called Schwab to reset password and it is still not working. Error code... | Microsoft Money | 1 | 09-11-2003 10:12 AM | |
| Schwab Password Stephen Scarlett: Trying to set up my Schwab account in Money 2002. When I go to set up the online service, the wizard tells me that my password has to be between 4... | Microsoft Money | 1 | 09-02-2003 02:23 AM | |
| Charles Schwab's URL's Ed: Hi, I live out of the country and have a foreign version of Money. I want to change one of the financial institution's URL to Charles Schwab's. ... | Microsoft Money | 3 | 08-06-2003 12:44 AM | |
| Why is business info req'd in personal info??: Money '03 D/B Verena Souw: Help! This is driving me nuts - I deleted my ms money file so I could start over, and now everytime I create a new file, Money asks me for my... | Microsoft Money | 1 | 07-14-2003 12:27 PM | |
| Thread Tools | |
| Display Modes | |
| |