MaggieMae11
Returning Member

Investors & landlords

As others have asked, does this mean that any dividend reinvestments since 2011 can be documented on the AZ Tax Form as a "gain or loss from assets acquired after December 31,2011"?  AND dividend reinvestments before December 31, 2011, can NOT be included in that capital gain calculation?  

 

I have dividend reinvestment capital gains that are solely the activity of the fund manager.  I did not receive any cash in hand or sell any investments.  My dividends all roll over back into the fund.  I purchased the fund in 2007, but have had the dividends reinvested since the purchase.