Source: Ap Wealth Management Blog

Ap Wealth Management Blog What We're Talking About | Mutual Fund Distributions and Your Tax Return

Like many, you might be awaiting a 1099 form so that you can file your 2017 tax return. In the first months of 2018, we saw equity returns diminish, but the market correction in early February was expected and needed. (See our previous blog to learn more). You may be asking yourself, "what effect will this have when I file my 2017 taxes?" It may affect you more than you might expect due to mutual fund capital gains distributions. Mutual funds are an efficient way to atta [...]

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