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March 11, 2025
Question

Vanguard Intermediate term tax exempt fund VWIUX question for PA tax return

  • March 11, 2025
  • 1 reply
  • 0 views

I know a percentage of this dividend is tax exempt in PA, which I have posted in TT.

My questions are:

Type of Adjustment :  Nominee Adjustment

                                       ESOP distribution

                                       Other adjustment

Which is it?

 

Do I checkmark either of the  two boxes below?

Thank You.

 

 

    1 reply

    AmyC
    Employee
    March 12, 2025

    Follow these steps:

    1. You can select none of these apply -unless you have federal obligations -select it. 
    2. The next screen will allow you to make the state adjustment you need. 
    3. Select that you earned exempt interest-dividends in more than one state.
    4. Select PA and enter the amount
    5. Select the bottom option of multiple states and enter the remainder of the money

     

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