If you sell shares at a loss, you cannot claim the loss if you purchased other shares in the same fund or a substantially identical fund within a 61-day period surrounding the sale. Reportable payments to nonresident alien account holders.įair market value of an IRA at year-end and any contributions, rollovers, conversions, and recharacterizations made to an IRA. Mailed to the beneficiary (unless the 529 distribution was made payable to the account holder). ![]() Proceeds from sales or exchanges of shares (other than money market funds) in taxable accounts, along with total cost and total gain or loss on shares sold (when available).ĭistributions from retirement plan accounts and IRAs (including direct rollover distributions, excess contribution removals, IRA conversions, and IRA recharacterizations) and amounts withheld for taxes.ĭistributions from qualified education programs, including qualified tuition programs (529s) and Coverdell Education Savings Accounts. Distributions are taxable whether received in cash or reinvested. Taxable distributions and exempt-interest dividends made to you by each fund during the year (provided the total distribution to you from the fund is $10 or more).
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