The rules are complex, so you may want to consult a tax professional.



Mutual Fund Tax Basis Specific issues may require consultation with your tax advisor or attorney. Year-end, Certain year-end dividends received in January. Which one you choose is important, since each one will result in a different amount of tax owed. As time marches on, shares in your short-term category will eventually become long-term holdings as long as they remain in your portfolio.

If you are investing on a child's behalf, consider investing in the child's name. Undistributed capital gains, Undistributed capital gains. Individual retirement arrangements IRAs, Qualified retirement plans and IRAs.