State tax exempt database software?

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#1
ocdtax  
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162
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16-Feb-2021 4:37pm
Location:
FL
Back in the day, I remember having some software at the accounting firm that would allow you to put in the amount of tax exempt dividends for various funds, and it would populate how much was state tax exempt. Does anyone use such a thing or know of a software that does this? I dislike having to look it up and manually calculate it for various funds at Vanguard, Schwab, etc.
 

#2
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3694
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21-Apr-2014 11:24am
Location:
North Carolina
Mutual Fund Publishing Company. I believe they used to be Stevens Howard. $130pa gets you either online or hard copy books.
 

#3
ocdtax  
Posts:
162
Joined:
16-Feb-2021 4:37pm
Location:
FL
SumwunLost wrote:Mutual Fund Publishing Company. I believe they used to be Stevens Howard. $130pa gets you either online or hard copy books.


Genius! Thank you so much. That's exactly what I needed.
 


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