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, even if those amounts are immediately reinves

Since you're reading about Series 66: 5.1.2.2. Taxation Of Mutual Funds, you might also be interested in:

Solomon Exam Prep Study Materials for the Series 66
Please Enable Javascript
to view this content!