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Retirement tax questions
The calculator works with one lot and assumes a buy and hold scenario, so if you have sold some of your holdings along the way, I think you would need to deal with the remaining shares as a new lot. It doesn't cover complex situations, but I think it could help out a lot of people who still own their original lot and just want to figure out how to report the monthly sales for covering the fund expenses.
It's up to each individual to decide if they want to trust the calculations or not, but I checked them against the calculations that I put together using the documents from the funds in past years and found that they matched, so I'm comfortable with using them for my taxes.
‎April 4, 2022
10:58 PM