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Index of Publication 564 - Mutual Fund DistributionsTOC
A
Adjusted basis, Adjusted Basis
Amount you realize, Amount you realize.
Appreciated property, Appreciated property.
Assistance, See: Tax help
Automatic reinvestment plan, Reinvestment of Distributions
Average basis:
Double-category method, Double-category method.
Single-category method, Single-category method.
B
Basis:
Adjusted, Adjusted basis.
Average, Average Basis
Keeping track of, Keeping Track of Your Basis
Original, Original basis.
Basis of shares:
Acquired by gift, Shares Acquired by Gift
Acquired by inheritance, Shares Acquired by Inheritance
Acquired by purchase, Shares Acquired by Purchase
Acquired by reinvestment, Shares Acquired by Reinvestment
C
Capital loss carryover, Capital loss carryover.
Carryovers:
Investment expenses, Carryover.
Separate returns, Separate returns.
Comments on publication, Comments and suggestions.
Community property states:
Inherited mutual fund shares, In community property states, you and your...
Tax treatment of dividends, Community property states.
Cost basis, Cost Basis
G
Gifts of mutual fund shares, Shares Acquired by Gift
Gifts of shares, Shares received as gift.
H
Help, See: Tax help
Holding period:
Shares acquired by inheritance, Inherited mutual fund shares.
Shares acquired by reinvestment, Reinvested distributions.
I
Investment expenses, Investment Expenses
Investment income, Investment income.
L
Limit on investment interest expenses, Limit on Investment Interest Expense
M
Money market fund, Money market fund.
More information, See: Tax help
Mutual funds:
Defined, Mutual fund.
Individual retirement arrangements (IRAs), Qualified retirement plans and IRAs.
Money market fund, Money market fund.
Nonpublicly offered, Publicly offered mutual funds.
N
Net capital gain, Total net gain or loss.
Nominees, Nominees.
Nondividend distributions, Nondividend Distributions
Nontaxable distributions, Nondividend Distributions
O
Ordinary dividends, Ordinary Dividends
P
Publications, See: Tax help
Q
Qualified dividends, Qualified dividends.
S
Schedule D (Form 1040), how to report on, Reporting information from Form 1099-B.
Settlement date, Holding Period
Short-term losses, Certain short-term losses.
Single-category method, Single-category method.
Suggestions for publication, Comments and suggestions.
T
Tax rates, capital gain, Capital Gain Tax Rates
Taxpayer identification number, Taxpayer identification number.
Trade date, Holding Period
TTY/TDD information, How To Get Tax Help
TOC