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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
To the best of our knowledge, the states and jurisdictions listed in this worksheet allow individual shareholders to exclude from their taxable income a portion of the funds income dividends. States in which none of these funds income dividends qualifies for an exemption (California, Illinois and Minnesota) are not shown.
For a full list of state tax exclusion factors including factors for Capital Group Exchange-Traded Funds (ETFs) see the 2022 federally tax-exempt income dividends — state tax exclusion PDF.
To determine your individual tax situation, please consult your tax advisor.