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Tax Supplemental Info

U.S. Government Bond Obligations

The chart below indicates the amount of mutual fund/ETF dividends that are derived from U.S. Government obligations. These amounts are exempt from taxation in most states. To calculate the amount of income earned from U.S. Government obligations, you should multiply the percentage by the ordinary dividends (excluding any short-term capital gain distributions) you received from the fund during the 2023 calendar year.

Overlooked Credits, Deductions, and Surtaxes

Below is a table of overlooked tax credits, deduction, and additional surtaxes that might impact you depending on your tax situation in tax year 2023.

The information above is provided by Total Wealth Planning, LLC, a federally registered investment advisor with the SEC, for informational purposes only and not intended to be personal tax advice.