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Is merger or conversion of Fort Dearborn Income Securities (FDI) to UBS Total Return Bond Fund CL P a "taxable event"?
In May 2016 FDI merged or was converted to UBS Total Return Bond Fund Class P. For income tax purposes, do I treat it as a "sale" of FDI and "purchase" of UBS bond fund or not?
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‎June 4, 2019
3:32 PM