I appreciate the response. I had already gone ahead with the transaction. I really like to keep things simple on my taxes. I don't want to have to continually c...
Am I correct that if the sale of the fund that is held for less than a year (short term capital gain) doesn't matter as long as the unearned income is still les...
It sounds like I was over complicating it and got confused. My main question was just pertaining to if I needed to file if I sold the mutual fund in the custodi...
Have you seen anything about the part I was referencing about "trading assets" would then require me to file a return for my children or does that not matter as...
