Mutual Fund Buy-Sell Tax Pitfalls
RogerRossmeisl
NOVEMBER 7, 2020
If you invest in mutual funds, be aware of some potential mutual fund buy-sell tax pitfalls that can surprise the unwary. Surprise sales You may already have made taxable “sales” of part of your mutual fund investment without knowing it. And each such sale is a separate transaction that must be reported on your tax.
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