Mutual Fund

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Frequently Asked Questions

FAQ - Interest/Dividends/Other Types of Income

How do I report this 1099-DIV from my mutual fund? Enter the ordinary dividends from (PDF), box 1a, on line...

FAQ - Capital Gains, Losses/Sale of Home

How do I calculate the average cost method of a mutual fund if the fund price splits?If your mutual fund splits,...

FAQ - Capital Gains, Losses/Sale of Home

I received a 1099-DIV showing a capital gain. Why do I have to report capital gains from my mutual funds if...

FAQ - Capital Gains, Losses/Sale of Home

If I used an average basis method for shares of one mutual fund I sold, do I have to use it for all mutual...

FAQ - Capital Gains, Losses/Sale of Home

How do I calculate the average basis for the sale of mutual fund shares?In order to figure your gain or loss...

FAQ - Capital Gains, Losses/Sale of Home

How does the return of principal payments affect my cost basis when I sell mutual funds?Unlike a dividend or...

FAQ - Capital Gains, Losses/Sale of Home

I have both purchased and sold shares in a money-market mutual fund. The fund is managed so the share price...

Related Topic Links

Exchange of Shares In One Mutual Fund For Shares In Another Mutual Fund

Mutual Fund Shares

Publicly Offered Mutual Funds

Special Rules for Mutual Funds

Undistributed Capital Gains of Mutual Funds and REITs