Xarax
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So, T Rowe Price rep says the large amount listed in Box 2A is from internal management of the fund and not due to the transfer. That is one heck of a tax bill ...
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Thanks for the clarification between the two terms. I learned something. When I enter the amount in 2a my taxes go up accordingly as if I had sold the mutual fu...
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It is as if I had sold the entire mutual fund instead of transferring it to another broker. I also always have small amounts in the DIV. This is not a small amo...
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It was not a distribution, it was a transfer. The transfer brings over my cost basis. If I were to sell the mutual fund then I would be charged capital gains ta...
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I am going to reach out to T Rowe Price and then my CPA. I am not going to ignore it, but I don't know how to fix it.
Activity Feed for Xarax
- Posted Re: 1099-DIV showing capital gains after a transfer from one broker to another on Investors & landlords. February 8, 2022 3:16 AM
- Posted Re: 1099-DIV showing capital gains after a transfer from one broker to another on Investors & landlords. February 6, 2022 12:34 PM
- Posted Re: 1099-DIV showing capital gains after a transfer from one broker to another on Investors & landlords. February 6, 2022 11:30 AM
- Posted Re: 1099-DIV showing capital gains after a transfer from one broker to another on Investors & landlords. February 6, 2022 11:28 AM
- Posted Re: 1099-DIV showing capital gains after a transfer from one broker to another on Investors & landlords. February 6, 2022 10:21 AM
- Posted Re: 1099-DIV showing capital gains after a transfer from one broker to another on Investors & landlords. February 6, 2022 9:23 AM
- Cheered Re: 1099-DIV showing capital gains after a transfer from one broker to another for fanfare. February 6, 2022 9:21 AM
- Posted Re: 1099-DIV showing capital gains after a transfer from one broker to another on Investors & landlords. February 6, 2022 12:05 AM
- Posted 1099-DIV showing capital gains after a transfer from one broker to another on Investors & landlords. February 5, 2022 11:44 PM