TomD8
Level 15

Investors & landlords

@Xarax --

 

People do sometimes get caught by surprise by large capital gain distributions.  One suggestion: check your mutual funds' websites in late fall every year and you should be able to see if a capital gain distribution is coming.  Those distributions are usually made late in the year, November or December.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.