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title: Important Tax Information | Barry Investment Advisors
---

- [![importantmilestonesscreenshot](https://www.barryinvestmentadvisors.com/hubfs/importantmilestonesscreenshot.jpg) ](https://www.barryinvestmentadvisors.com/hubfs/Important-Milestones.pdf)
  
  #### 2026 Important Milestones
  
  [ View * → * ](https://www.barryinvestmentadvisors.com/hubfs/Important-Milestones.pdf)
- [![2026 Important Numbers](https://www.barryinvestmentadvisors.com/hubfs/importantnumbersscreenshot.jpg) ](https://www.barryinvestmentadvisors.com/hubfs/2026%20Important%20Numbers.png)
  
  #### 2026 Important Numbers
  
  [ View * → * ](https://www.barryinvestmentadvisors.com/hubfs/2026%20Important%20Numbers.png)

Below please find the information about positions whose investment income may be excluded from state tax income.  

Please contact us by phone at 888-992-8601 or by email (planning@barryia.com) with any additional questions or concerns.

[ DoubleLine Funds Qualified Interest Income ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/DoubleLine%20Funds%20Qualified%20Income%202025.pdf)

[ Dimensional 2025 Tax Sheet ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/Dimensional%202025%20Tax%20Sheet.pdf)

[ Dimensional 2025 Mutual Fund Tax Sheet ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/Dimensional%202025%20Mutual%20Fund%20Tax%20Sheet.pdf)

[ Dimensional 2025 ETF Tax Sheet ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/Dimensional%202025%20ETF%20Tax%20Sheet.pdf)

[ Schwab 2025 Tax Document ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/Schwab%202025%20Tax%20Document.pdf)

[ PIMCO 2025 Tax Document ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/PIMCO%202025%20Tax%20Document.pdf)

[ iShares 2025 Tax Document ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/iShares%202025%20Tax%20Document.pdf)

Supporting information - US Government Obligations:

[ Vanguard Government Obligations ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/Vanguard%20Government%20Obligations.pdf)

[ Fidelity Government Securities Income Worksheet ](https://www.barryinvestmentadvisors.com/hubfs/2025%20Tax/Fidelity%202025%20Government%20Securities%20Income%20Worksheet.pdf)

The information provided is our best effort at providing relevant tax information. In preparing these materials, Barry Investment Advisors, LLC, has relied on information provided by a third-party reporting source. No party makes any representation with respect to the accuracy and completeness of the content which may change without notice.