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1990-98  Search other dates

EXITING A MUTUAL FUND? DON'T TRIP ON THE WAY OUT
BusinessWeek - Feb 6, 1995
It's the 1099-Bs that cause stress, because you've got to calculate your "cost basis," or the purchase price, for the shares you redeemed during 1994. ...
Dollar-cost averaging a good way to invest - Washington Times - NewsBank ($2.95)
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… loss can offset gains in sale of mutual fund shares `Cost basis'...
$2.95 - Milwaukee Journal Sentinel - NewsBank - Apr 9, 1995
However, they are increasingly being used by mutual fund companies to report to shareholders the cost basis of every share sold. If your mutual fund company ...
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Calculating Mutual Fund Gains, Losses; IRS Tax Rules Allow Four …
Pay-Per-View - Washington Post - ProQuest Archiver - Mar 8, 1992
Fidelity's "Calculating Your Gains and Losses: A Mutual Fund Investor's Guide to Cost Basis for 1990-91" is available by calling 1-800-544-1877.
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Know Your Options in Figuring Mutual Fund Gains and Losses
Pay-Per-View - Los Angeles Times - ProQuest Archiver - Dec 29, 1994
Average basis, single category. With this method, which is probably the easiest, you simply add up the total cost of all your shares and divide by the ...
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How to Cover the Basis On Mutual Fund Sales | Article from The …
Pay-Per-View - Washington Post - HighBeam Research - Dec 25, 1994
How to Cover the Basis On Mutual Fund Sales ... find The Washington Post articles. ... investors to make sure they include all allowable costs in the basis. ...
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Figuring Taxable Gain on Mutual Funds Series: Second of three parts
Pay-Per-View - Los Angeles Times - ProQuest Archiver - Feb 15, 1993
Here's a question-and-answer look at how you can make sense of "cost basis" in a mutual fund:. Q: What is "cost basis"? A: It's the total amount you paid ...
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INVESTING IT;The ABC's of Taxable Gains
New York Times - Mar 24, 1996
In all cases, the gain or loss is figured by comparing sale proceeds witht he "basis," or cost fothe securities after adjustements. For mutual fund shares, ...
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… INVESTMENTS AND PERSONAL FINANCE; MUTUAL FUNDS / CHARLES A …
Pay-Per-View - Los Angeles Times - ProQuest Archiver - Oct 6, 1996
Investors have lived with this situation since the beginning of mutual fund time, ... portfolio information at virtually no cost and on a daily basis. ...
TAKING STOCK OF FIDELITY'S FUNDS - TIME
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TRYING TO SOLVE A TAXING PROBLEM DO SOME CALCULATIONS …
Pay-Per-View - Chicago Tribune - ProQuest Archiver - Feb 9, 1998
First, some background: Whenever you sell shares in a mutual fund, you must first figure your "cost basis." This is generally the amount you paid for your ...
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MUTUAL FUNDS; The Costs of Doing Business
New York Times - Feb 1, 1998
Separate marketing costs, known as 12b-1 fees in the language of financial ... As a participating mutual fund, ''You have to cover that 35 basis points ...
MUTUAL FUNDS; The Costs of Doing Business - New York Times
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