You should be aware that some states require a minimum percentage of home state bonds to permit the state tax exemption. On the reverse side, you’ll find the percentage that was earned in each state or U.S. territory during 2016. You should be aware that some states require a minimum percentage of home state bonds to permit the state tax exemption. View & analyze the VWIUX fund chart by total assets, risk rating, Min. State and local tax treatment. Asset Allocation Top Instruments ... VWIUX Symbol State Street Bank & Trust Co Custodian Investment Policy . If your state and/or local tax laws provide for the exemption, multiply the total income Find our live Vanguard Intermediate-term Tax-exempt Fund Admiral Shares fund basic information. Depending on your state tax laws, this information may be used in determining the dividend amount that may be exempt from your state and/or local income taxes. Figure 3: Relative 5-year Performance of VWIUX to Other Funds Source: Morningstar Principia data through June 30, 2012 Figure 3 is the truth-teller in the municipal fund market. All of the funds' dividends are exempt from federal income tax, and certain portions also will be exempt from state taxes for investors filing in that state. 100% exempt from state taxes to resident shareholders of that state. To determine the state tax treatment of your fund dividends, multiply the percentage shown below by each fund's tax-free dividend income shown in Box 11 of your Form 1099-DIV. I did a lot of research on VWIUX… Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) at Nasdaq.com. For example, if you reside in California and own shares of Vanguard California Municipal Money Market Fund, the income reported on Form 1099-DIV, Box 10, is 100% exempt from California state income tax. 2017 tax information. Alternative minimum tax—Tax-preference dividends by fund 2019 Consult your tax advisor to determine whether such interest is A portion of these dividends may be exempt from state and/or local tax, depending on where you file your return. Date Amount; Apr 01, 2019 $0.034 Mar 01, 2019 $0.031 Feb 01, 2019 $0.034 Jan 02, 2019 $0.035 Dec 03, 2018 $0.033 Nov 01, 2018 $0.033 Sep 04, 2018 But in my taxable, to maintain my allocation and smooth out the ride, I've opted into VWIUX (which was recommended in 3 fund portfolio). Consult your tax advisor to determine whether such interest is exempt from your state 2017 important tax information for open end funds 2017 open-end funds - dividends received deduction for corporate 2017 important tax information for BlackRock Liquidity Funds 2017 Distributions 2017 Closed-End Funds Tax Guide 2017 … Note that tax-exempt income from a state-specific municipal bond fund may Find out which Vanguard funds earned investment income from direct obligations of the U.S. government to help clients report their state and local tax information for mutual fund investments. I'm just curious - I maxed out my 401k personal allocation for bonds (VBTLX), in an effort to to hit my goals. state tax laws, this information may be used in determining the dividend amount that may be exempt from your state and/or local income taxes. See holdings data for Vanguard Intermediate-Term Tax-Exempt Fd (VWIUX).