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Where to find tax exempt income

How-do-I Do a Particular Thing in PRC?

Last Post by Robert Santella 2 weeks ago

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Robert Santella

(@santella)

Active Member

Joined: 2 weeks ago

Posts: 12

Topic starter December 30, 2025 11:48 pm

I am a new user. Where can I find tax exempt interest? I designed a significant proportion of my bonds as municipal and I want to check on that tax exempt interest.

Thanks

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Stuart Matthews

(@smatthews51)

Member Admin

Joined: 5 years ago

Posts: 1200

December 31, 2025 10:31 am

@santella You can find it by going to the Review > Portfolio > Growth page and clicking on the Taxable Investment account balance in any desired year. This will bring up the Metric MRI that shows a breakdown of the account growth.

Stuart

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Robert Santella

(@santella)

Active Member

Joined: 2 weeks ago

Posts: 12

Topic starter December 31, 2025 12:11 pm

Thanks!

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