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How will I know how to report dividends, short-term gains and long-term capital gains distributions on my tax return?

April 26, 2017capital gains distributions dividends gains long-term report short-term tax return

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How will I know how to report dividends, short-term gains and long-term capital gains distributions on my tax return?

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In January, you will receive IRS Form 1099, which will identify all the distributions the fund paid to you during the tax year. This form will indicate whether these distributions were ordinary income dividends, long-term capital gains distributions, or return of capital.