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A Mutual Fund Tax Problem And How To Avoid It

Por: Forbes Business November 15, 2022

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This year, in a down market, you could wind up owing tax on putative appreciation. Here’s what to do about that. IRS agents question a mutual fund owner (Photo by Hulton Archive)Getty Images A whipsaw for investors in the Columbia Integrated Large Cap Growth Fund: They’ve been slaughtered this year, down 22% so far, and now they are going to owe tax on a huge dollop of supposed capital appreciation amounting to 40% of their accounts. These... + full article



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