hankandval29
Returning Member

Deductions & credits

Is the 'holding period' for the shares of the mutual fund that I have? I have had this fund since 1991 and have always reinvested all the dividends and have never sold any of my shares in the mutual fund. If the 'holding period' is referring to the shares of the mutual fund that I have had since 1991 then I would think that I have met the 'holding period' requirements?  I apologize for my lack of knowledge on this but would appreciate your opinion.