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hankandval29
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  • Thanks for the clarification.
    hankandval29
    Updated Feb 18, 2023
  • Is the 'holding period' for the shares of the mutual fund that I have? I have had this fund since 1991 and have always reinvested all the dividends and have nev...
    hankandval29
    2
    Updated Feb 18, 2023
  • How would we know if the holding period requirements have been met when the 1099-div (box 5) is from a Mutual fund?
    hankandval29
    4
    Updated Feb 18, 2023
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