Mutual Funds

Tax Treatment of Mutual Funds

A mutual fund is in essence a way for investors to pool their money together for investment purposes. Although you can make deposits as well as withdrawals from a mutual fund, it is a mistake to look at it as a glorified bank account.

Featured Articles

Figuring Out Your Capital Gains on Stock Sales

There are three methods available to investors when it comes time to figure out your capital gains for stock and mutual funds come tax season. The better your record-keeping, the better...more

Mutual Fund Terminology

Any distribution of money you receive from a mutual fund is usually a capital gain distribution, an exempt interest dividend, nontaxable return of capital, or an ordinary dividend. Learn what each term means and what it may mean to your tax bill!

Mutual Funds: Do We Still Have to File Schedule D?

No one likes to fill out any extra paperwork when it comes to taxes. There is a way for some investors to get out of having to fill out that 54 page Schedule D. But do you qualify?...more