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You may owe tax on mutual funds, even if you haven’t sold your shares. Here's an overview of how taxes on mutual funds work, plus strategies to minimize what you owe. Many, or all, of the ...
As a mutual fund owner, you may have to pay taxes on any income your shares generate. But how are mutual funds taxed when you sell? Being aware of your tax obligations when you own a mutual fund can ...
In order to attract new investors by showing the highest performance possible, mutual funds often make decisions that negatively impact their current investors’ tax picture. There are several ...