Taxation Handouts

Taxation Handouts - l l1'i'Ti-h o i l'1",f",t...

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Unformatted text preview: ' l,/ l1/.,'i 'Ti,*-h',, o i' l'1",f",t./ il,-.i|.7--- I tJ- f ct { a l;ot^S i , ,c\t fr,. J 1.,,o f AI 2-. /1T .E ov t.r,fo,- L r,.,,*-[ &, An,rt- I {a. Al l-,rVu,nloh'u,- t)f fr,.r0 rl! Chapter 7 Investment C ; f .. , \-:- ) L J-.i\ a ! Yl,:4 !':Aeg:L4t_l.ib-uJe 4!.19a s ! - | !_ " coLrpons and stocli dividends) exclnsive o- r 11lq1lq rtiLlt ttteclittq othct critcti;r1 1,' t(f,c " hei A e: i*g,]Ig-fuog,qqo-rrsquiredro_ p4: ti fc " hq v ' ;*dfrttu"qLqo-,-r*qui,.edro- p4:-. f-r,.-*, l'lr:Aolh l ,( 5T'iTt"' tions are taxable to tl.re investor, either a llr-o-r1_t9i11],','.]1 c lr-e ve l is r-e I e v3 rl t. Capital gains ciistributions rnust occu endar year. The capital gains distributior gains, depending on whether tl.re fnnd h investors have no contlo] ovel the size of alroLrnt of the taxes paici on their funci h rvithdrawals by sonre inveslors ma) neces ized capital gains and a tax liability to acc Neu'investors in the fund may assur : That is, all shareholders as of the date $'orth of dividends and capital gains dist one da1'. This lack of control over capita nrutual funds. L-r fact, tl-ri.s adrrcrse tax c closed-end cornpani"5 price selling belo one of the rea.sons for the popular ity of e Of cor-rrse, the investor rr.tr,rst also pav (c.g., bond inteic.st payrncnts). Firralll', rvl iong-tem ol si'rort-ternr cqpqlal ga-lqs o1 iosses, clepenciing on r,r4rether they iretd tire fund long-tem ol sl'rort-ternr cqp4_al gir_rll_s oI iosses, clepending on r,r4rether they held tlre fr.rnd Jqlo, l,1T'ot t_rt....
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Taxation Handouts - l l1'i'Ti-h o i l'1",f",t...

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