Browse Series 6 Exam Prep
5.1.4 Taxation of Mutual Funds
In this section
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Mutual Fund Distribution Types: Understanding Dividends, Capital Gains, and Return of Capital
Explore the different types of distributions mutual funds make to shareholders, including dividends, capital gains, and return of capital. Learn about the tax implications and reporting requirements for each distribution type.
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Cost Basis Methods for Mutual Funds: Understanding and Calculating Your Investment's Value
Explore the various cost basis methods for mutual funds, including FIFO, Specific Identification, and Average Cost, to accurately determine capital gains or losses for tax purposes.
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