I was excited to see them too!
I used the updated USGO %'s, and the Percentage of dividends distributed by state by Vanguard’s municipal bond funds to update my 2025 Excel1040 the dividends which should be exempt from state taxes. It's not much, but every little bit helps.
I was also able to use the updated QLD %'s to better estimate my Qualified Dividends. While the 1099-DIV isn't yet out, I was able to get my year-end dividend figures for each fund in my taxable account. I found instances where the ratio of QLD's wasn't quite what I thought they would be (compared to the December estimates). For example, VSGX dropped from 73.35% to 53.26%. But good news, most of mine either stayed pretty much the same or even went up substantially. For example, VMNVX increased from 89.09% to 97.82%, and VTV went from 92.48% to 100%.
I also got last year's W-2 electronically on my former employer's system. I had guesstimated my W-2 based on my last pay stub, but my W-2 showed my reported income about a couple thou less than my guesstimate. Which is good actually. More cap space in my 0% LTCG bracket for those QLD's.
Things are going to start happening now.
Statistics: Posted by peacefrog_0521 — Wed Jan 21, 2026 10:54 am — Replies 29 — Views 2827