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Investors & landlords
So, to be clear, only capital gains which the investment company explicitly states are from a "RIC" should be entered at this point in the California adjustments section. I have several mutual funds in my portfolio, and the 1099 doesn't mark any as ETFs, REITs or UITs. Up til now, I thought any mutual fund was considered a Regulated Investment Company.
‎April 2, 2024
2:47 PM