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Net Long Term Capital Gain Determination
I have had a mutual fund since about 1991, and it has steadily grown in value over the years. The dividends earned are rolled back into the fund and used to buy additional shares. Small capital gains were earned in the 1990's and 2000's, and none in 2012. Since then the capital gains have been earned in varying amounts each year. This is my first year filing AZ state taxes, and it is asking for gain or loss from assets acquired after December 31, 2011. How do I make this determination? Is it the same value as reported on my 2024 1099-DIV?
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March 19, 2025
2:44 PM