Tax Supplemental Info
U.S. Government Bond Obligations
The chart below indicates the amount of mutual fund 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 2022 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 2022.
|Fund||2022 U.S. GOVERNMENT OBLIGATION PERCENTAGE|
|Schwab U.S. Aggregate Bond ETF||29.96%|
|Schwab Short-Term US Treasury ETF||99.94%|
|PIMCO Short-Term Fund||6.21%|
|PIMCO Real Return Fund||91.99%|
|PIMCO Total Return Fund||10.62%|
|PIMCO Total Return Fund||5.79%|
|PIMCO Strategic Bond Fund||3.82%|
|Vanguard Intermediate Term Bond||43.92%|
|Vanguard Total Bond Market Index||34.75%|
|Vanguard Short-Term Corporate Bond Index Fund||0.19%|
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.