Personal Finance and Investing

a regular brokerage account, not a retirement thing.

I'm looking at my tax statement from Vanguard right now. The income from that appears in box 10 of the 1099-DIV as an "exempt-interest dividend." The instructions say to "Include this amount on line 8b of Form 1040 or 1040A as tax-exempt interest." As if you didn't know that.

I have a Roth IRA, but it has stocks and mutual funds.

I don't know what my brother in NC did. He might have kept it, or he might have swapped it for an NC muni bond fund.

I don't smell any shenanigans with the proposal. T. Rowe Price seems scandal-free. Maybe one of the owners' kids got a penalty for not wearing a mouth guard at a lacrosse game, but beyond that hypothetical thought of mine, they don't show up in the business section for shady dealing.

Thanks for writing.

ETA: I just voted in favor. Thanks again.