Use these worksheets to calculate state tax exclusions, foreign tax credits and other deductions.
See which states and jurisdictions allow exclusions. You’ll also find a worksheet with U.S. government factors by fund.
Your guide to special state income tax considerations, including AMT and state tax exemptions.
Review this quick guide on Section 199A dividends.
Get an overview of foreign tax distributions and worksheets for funds that distributed foreign income and foreign qualified dividend income.
Things you may need to know when preparing your taxes if you are a corporate shareholder.