So one of my MFs kicked out a rather substantial LTCG this year,
resulting of course in quite a jump in my taxable income. Yes that's
sort of a good news/bad news event, but my question is "what happens to
the unrealized gain figure on the remaining amount in the fund ? Does it
go down because of the payout, or stay the same ?
Tried wading thru my month-end and year-end statements, but could not
get a clear picture of what effect the payout had on remaining
unrealized gains.
It also just occurred to me, what if any effect on cost basis ?
Thanks for any guidance.
--
sort of a good news/bad news event, but my question is "what happens to
the unrealized gain figure on the remaining amount in the fund ? Does it
go down because of the payout, or stay the same ?
So one of my MFs kicked out a rather substantial LTCG this year,
resulting of course in quite a jump in my taxable income. Yes that's
sort of a good news/bad news event, but my question is "what happens to
the unrealized gain figure on the remaining amount in the fund ? Does it
go down because of the payout, or stay the same ?
Sysop: | Keyop |
---|---|
Location: | Huddersfield, West Yorkshire, UK |
Users: | 292 |
Nodes: | 16 (2 / 14) |
Uptime: | 184:37:34 |
Calls: | 6,616 |
Files: | 12,165 |
Messages: | 5,314,716 |