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Retirement tax questions
Thanks for your response. They did not deplete the units, that probably would have been a lot easier to deal with. They are wanting us to adjust our cost basis when they sell units of SLV/GLD. I believe I found the correct way to deal with it (link below)... it is rather lengthy, so i'm just planning to take a short term gain for these fees.
Long story short, will never hold these type of trusts again in a taxable account, not worth the trouble.
‎February 21, 2022
6:57 AM