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Kent Thune

Links for Mutual Fund Taxation: 2012-2013

By January 31, 2013

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Now that the IRS is accepting 2012 tax filings and the 1099 forms are starting to arrive in the mail, I thought you might find some mutual fund taxation links useful.

What to Do With Your 1099: What is a 1099 and what should you do with it?

How Mutual Fund Dividends Are Taxed: Learn the definition of dividends and how they are taxed.

Mutual Funds Capital Gains Distributions: You could owe capital gains taxes even if you didn't sell anything.

The Basics of Mutual Fund Taxation: A good overview of things you need to know (and a few you may not have thought about).

Many happy returns (pun and sarcasm intended)! May you procrastinate perfectly and get the results you wanted (no tax or tax refund)...

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