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Publication 550 Investment Income and ExpensesIndex for this PublicationPDF version of this PublicationTopic Screen for this Publication
heading icon 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 Form 1099-DIV (PDF), box...
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...
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 cost method of a mutual fund if the fund price splits? If your mutual fund splits,...
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
I received a 1099-DIV showing a capital gain. Why do I have to report capital gains from my mutual funds if...
Related Topic Links
related topicExchange of Shares in One Mutual Fund for Shares in Another Mutual Fund
related topicMutual Fund Shares
related topicPublicly Offered Mutual Funds
related topicSpecial Rules for Mutual Funds
related topicUndistributed Capital Gains of Mutual Funds and Real Estate Investment Trusts (REITs)