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Get your taxes done using TurboTax
If you own mutual fund shares there are 3 ways to be taxed... all of these will be reported on the year end consolidated statement issued in mid to late February or March...
1) dividends are paid
2) cap gains are paid at the end of the year for any net gains the funds made even if you don't sell your shares or use the DIV or Cap gains to buy more stock ... any losses incurred are netted against the gains before they are issued.
3) you sell the mutual funds
‎September 7, 2021
7:51 AM