Mutual Fund Trading

Stock mutual funds are a little more complicated when it comes tax time.

Throughout the year, the mutual fund will buy and sell securities in an effort to increase the value of the fund and generate capital gains as a result. To avoid paying tax, mutual funds generally pass along almost all of their capital gains to their shareholders once a year.

Learn more about Mutual Funds:

How are Mutual Funds Taxed?

Wash Sales

Mutual Fund Dividends

^{Please note: This information is provided only as a general guide and is not to be taken as official IRS instructions. Armen Computing Ltd. makes no investment recommendations and does not provide financial, tax or legal advice. Please consult your tax advisor or accountant to discuss your specific situation. You are solely responsible for your investment and tax reporting decisions, and you should carefully evaluate all information delivered to you by Armen Computing Ltd. and TradeLog. Not all information may be appropriate for all investors.}

• Capital Gains
• Wash Sales
• IRS Schedule D
• Mark to Market
• Which Form to File?
• Brokerage Reporting
• Common Misconceptions
• Options
• Futures
• Mutual Funds
• How are Mutual Funds Taxed?
• Wash Sales
• Mutual Fund Dividends
• Dividends