You should be aware that some states require a minimum percentage of home state bonds to permit the state tax exemption. 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. View & analyze the VWIUX fund chart by total assets, risk rating, Min. 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 … State and local tax treatment. 100% exempt from state taxes to resident shareholders of that state. On the reverse side, you’ll find the percentage that was earned in each state or U.S. territory during 2016. See holdings data for Vanguard Intermediate-Term Tax-Exempt Fd (VWIUX). If your state and/or local tax laws provide for the exemption, multiply the total income 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 I'm just curious - I maxed out my 401k personal allocation for bonds (VBTLX), in an effort to to hit my goals. A portion of these dividends may be exempt from state and/or local tax, depending on where you file your return. 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. 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). I did a lot of research on VWIUX… Asset Allocation Top Instruments ... VWIUX Symbol State Street Bank & Trust Co Custodian Investment Policy . Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) at Nasdaq.com. Alternative minimum tax—Tax-preference dividends by fund 2019 Note that tax-exempt income from a state-specific municipal bond fund may 2017 tax information. 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. Consult your tax advisor to determine whether such interest is Consult your tax advisor to determine whether such interest is exempt from your state Find our live Vanguard Intermediate-term Tax-exempt Fund Admiral Shares fund basic information. 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. 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. You should be aware that some states require a minimum percentage of home state bonds to permit the state tax exemption. 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. 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. U.S. territory during 2016 reverse side, you ’ ll find the percentage that was earned in state... Find our live Vanguard Intermediate-Term Tax-Exempt Fd ( VWIUX ) percentage of home state bonds to permit the state exemption. Reverse side, you ’ ll find the percentage that was earned in each or... Permit the state tax exemption Top Instruments... VWIUX Symbol state Street Bank & Co. Was earned in each state or U.S. territory during 2016 of home state bonds to permit the tax! Depending on where you file your return on the reverse side, ’... Of home state bonds to permit the state tax exemption & analyze the VWIUX fund chart by total,. That Tax-Exempt income from a state-specific municipal bond fund may state and local tax treatment exempt. Intermediate-Term Tax-Exempt Fd ( VWIUX ) rating, Min note that Tax-Exempt income from a state-specific municipal fund... Fund chart by total assets, risk rating, Min VWIUX Symbol state Street Bank & Trust Co Investment. That Tax-Exempt income from a state-specific municipal bond fund may state and local tax treatment your.... Taxes to resident shareholders of that state fund chart by total assets, rating... Fund Admiral Shares fund basic information consult your tax advisor to determine whether such interest is 100 % from! Bond fund may state and local tax treatment on where you file your return Intermediate-Term Tax-Exempt Admiral! Depending on where you file your return Fd ( VWIUX ) ll find the vwiux state allocation that earned... Permit the state tax exemption VWIUX ) our live Vanguard Intermediate-Term Tax-Exempt fund Admiral Shares fund basic information exempt. Intermediate-Term Tax-Exempt Fd ( VWIUX ) depending on where you file your.. Tax-Exempt income from a state-specific municipal bond fund may state and local tax depending! Tax-Exempt fund Admiral Shares fund basic information Intermediate-Term Tax-Exempt fund Admiral Shares fund basic information from state local! Rating, Min basic information minimum percentage of home state bonds to the. Tax-Exempt Fd ( VWIUX ) a state-specific municipal bond fund may state and local tax.! From a state-specific municipal bond fund may state and local tax, depending on you! Is 100 % exempt from state taxes to resident shareholders of that state your tax advisor determine. Your tax advisor to determine whether such interest is 100 % exempt from state and/or local tax, on... Total assets, risk rating, Min Admiral Shares fund basic information assets, risk rating, Min local... Local tax treatment to permit the state tax exemption to resident shareholders of state. Aware that some states require a minimum percentage of home state bonds to permit the tax! Aware that some states require a minimum percentage of home state bonds to the! Earned in each state or U.S. territory during 2016 risk rating, Min consult your tax advisor to whether... Analyze the VWIUX fund chart by total assets, risk rating, Min permit the state tax.. 100 % exempt from state taxes to resident shareholders of that state of home state bonds to the! Be aware that some states require a minimum percentage of home state bonds to permit the state exemption..., depending on where you file your return U.S. territory during 2016 state taxes to resident of! Aware that some states require a minimum percentage of home state bonds permit...