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A capital gains distribution is defined by the IRS as a payment from a mutual fund or an exchange-traded fund (ETF) when a security or stock is sold at a profit. Because these types of funds are ...
The capital gains are distributed, typically once a year, to the fund’s shareholders, who will owe taxes on the gains. For more details on the taxation of investment income, check out IRS ...
Beginning in 1942, taxpayers could exclude 50% of capital gains on assets held at least six months or elect a 25% alternative tax rate if their ordinary tax rate exceeded 50%. [11] From 1954 to 1967, the maximum capital gains tax rate was 25%. [12] Capital gains tax rates were significantly increased in the 1969 and 1976 Tax Reform Acts. [11]
Capital gains: Capital gains include gains on selling stocks and bonds, real estate, and other capital assets. The gain is the excess of the proceeds over the adjusted tax basis (cost less depreciation deductions allowed) of the property. This lower rate of tax also applies to qualified dividends from U.S. corporations and many foreign ...
Before 1776, the American Colonies were subject to taxation by Great Britain and also imposed local taxes. Property taxes were imposed in the Colonies as early as 1634. [148] In 1673, the English Parliament imposed a tax on exports from the American Colonies, and with it created the first tax administration in what would become the United ...
2. Capital Gains Distribution. Outside of a qualified, tax-advantaged retirement account, there’s not a whole lot you can do to avoid taxes on a capital gains distribution once it has been made ...
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