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Retirement tax questions
It sounds like the management fees for the ETF, which are 0.25%, although a portion are currently being waived so the net expense is 0.12% of net assets. In addition to the Form 1099-B, you should have a supplemental gain/loss statement which will show the shares that were sold and their cost basis. If you didn't receive a supplemental statement, check your online account or contact your broker/dealer.
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‎February 23, 2025
7:29 PM