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As part of our quest for fooldom, we moved one of our mutual funds from the fund to our brokerage account.

In hacking through the taxes late last night, I found the brokerage's 1099-DIV figures had 75% of the capital gains going against the 28% rate.

Then I happened to compare it to the mutual fund info sheet...should only have been 7% !!!

Brokerage was very apologetic and assured me a new 1099 would be in the mail. Glad I wasn't in a rush...

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