Series 66: 5.1.2.2 Taxation Of Mutual Funds

Taken from our Series 66 Online Guide

5.1.2.2 Taxation of Mutual Funds

Mutual funds generally pay out a combination of capital gains, interest income, and dividend income each year. Here is some important general information to remember about mutual fund distributions:

• A mutual fund will specify how much of each type of earnings (short-term gains, long-term gains, dividends, etc.) each investor received, ev

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