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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 ...
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 ...
The Capital Gains and Qualified Dividends Worksheet in the Form 1040 instructions specifies a calculation that treats both long-term capital gains and qualified dividends as though they were the last income received, then applies the preferential tax rate as shown in the above table. [5]
The Fidelity Magellan Fund (Mutual fund: FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. [1] It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. [ 2 ]
Investors are likely to receive mutual fund capital gains distributions, along with a capital gains tax bill reflecting their profits -- especially because of sizable gains in the S&P 500 this year.
Since the market price of a mutual fund share is based on net asset value, a capital gain distribution is offset by an equal decrease in mutual fund share value/price. From the shareholder's perspective, a capital gain distribution is not a net gain in assets, but it is a realized capital gain (coupled with an equivalent decrease in unrealized ...
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