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Get your taxes done using TurboTax
@rbrookefox only the broker can give the correct answer. but a mutual fund can make one distribution that is 15% capital gain and 85% dividends. where they get reported on your tax return is irrelevant.
I got such a distribution from a mutual fund I own. part Long-Term Capital Gain, part Short-Term Capital Gain (which will be included with dividends on the 1099) and part dividends.
‎December 10, 2022
1:43 AM