In observance of the Independence Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, July 3 and will be closed on Thursday, July 4. On July 3, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)
To the best of our knowledge, the states and jurisdictions listed in this worksheet allow individual shareholders to exclude from their taxable income a portion of the funds income dividends. States in which none of these funds income dividends qualifies for an exemption (California, Illinois and Minnesota) are not shown.
For a full list of state tax exclusion factors for the American Funds and Capital Group exchange-traded funds (ETFs) see the 2023 federally tax-exempt income dividends — state tax exclusion PDF.
To determine your individual tax situation, please consult your tax advisor.