Re: I am a joint owner of a mutual fund portfolio ...
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jbolger13
New Member

I am a joint owner of a mutual fund portfolio and look to convert my share to an individual account. How do I avoid taxes on these funds?

 
1 Reply
KittyM2
Expert Alumni

I am a joint owner of a mutual fund portfolio and look to convert my share to an individual account. How do I avoid taxes on these funds?

You should discuss this with your mutual fund Administrator. They should be able to divide the account for you so that you avoid tax consequences on the division.

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