"A Statistical Analysis of Mutual Fund Performance Measures: The Relevance of IRs, Betas, and Sharpe Ratios", The Journal of Index Investing, 1 (2), pp. 89-106.Razafitombo, H. (2010). A statistical analysis of mutual fund performance measures: the relevance of IRs, Betas, and Sharpe ...
If some of the stocks you own pay dividends, or a mutual fund you invest in made a capital gains distribution to you during the year, you'll receive a 1099-DIV form.
1099-DIVreports income from stocks and mutual funds from dividends or capital gain distributions. You need this information when preparing your tax return: Box 1a: Ordinary dividends—Enter this amount on Form 1040 or on Schedule B (if required). The amount shown is taxable at ordinary income ...
1099-DIV, which reports dividends, distributions, capital gains and federal income tax withheld from investment accounts, including mutual fund accounts. 1099-INT keeps track of interest income you earn on investments. 1099-OID (Original Issue Discount) is provided if you received more than the...
Plus you owe 28% on all mutual-fund capital-gains distributions. All those gains could make the income reported on the W-2 from your job look downright skimpy. 年份: 1996 收藏 引用 批量引用 报错 分享 全部来源 求助全文 国家科技图书文献中心 (权威机构) 相似文献...
fund. Qualified dividends are covered, which are subject to the same 0%, 15%, or 20% maximum tax rate that applies to net capital gain. Capital gain distributions, which are paid or credited to your account by mutual funds and real estate investment trusts (REITs), are covered in detail...
Atlantic Financial's IRA accounts (Roth|SEP|Traditional|Educational)have the widest selection of investment options including stocks, bonds and over 18,000 mutual fund choices. How to Open a New IRA Account Call 1-800-559-2900 during business hours (9:00am-6:00pm EST) and one of our repr...
(to avoid entity level tax) and the special tax-character treatment of certain dividends to its share-holders (such as long-term capital gain, tax-exempt interest and currently U.S. with holding tax exempt distributions of portfolio interest and short-term capital gains to eligible non-U.S....