Mutual Funds (Costs, Distributions, etc.)
- How does the return of principal payments affect my cost basis in my mutual funds?
- How do I calculate the average basis for the sale of mutual fund shares?
- If I used an average basis method for shares of one mutual fund I sold, do I have to use it for all mutual funds I sell?
- How do I calculate the adjusted basis of mutual fund shares using the average cost method if the fund splits its shares?
- I received a 1099-DIV showing a capital gain. Why do I have to report capital gains from my mutual funds if I never sold any shares?
Category: Capital Gains, Losses, Sale of Home
