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Financial Planning / Tax Strategies


Subject:  Re: Non-Dividend Distribution Date:  3/5/2014  12:08 PM
Author:  Ken288 Number:  120367 of 124777


It's not just when you sell that all this tracking concerns me. It's when the nondividend amounts exceed my cost basis, then the excess will need to be reported as capital gains. Is this requirement part of the new regulation that brokers must track for us?

Thank you.

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