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 see the 2019 federally tax-exempt income dividends - state tax exclusion PDF
*American Funds Tax-Advantaged Growth and Income PortfolioSM has been renamed, effective 1/1/20, to American Funds Tax-Aware Conservative Growth and Income PortfolioSM.
To determine your individual tax situation, please consult your tax advisor.