Mutual fund tax guide !604!

Guide To Your USAA Investment Management Company Mutual Fund Forms 1099 For Tax Year 2017 We are committed to providing accuracy in reporting tax information related to your USAA mutual fund account(s) and help in understanding how it is used. In this guide you will find helpful information regarding your USAA mutual fund account including a Although you have no control over the timing of sales inside of a mutual fund, you can look for mutual funds that consider certain tax-saving strategies. Some funds trade actively, while others employ a buy-and-hold strategy. O'Brien Shortle Reynolds & Sabotka, PC. PO Box 100 • Rutland, VT MUTUAL FUNDS and. ETFS. A Guide for Investors. the mutual funds themselves. Mutual fund shares are typically purchased from the fund directly or ETFs is not relevant if an investor holds the mutual fund or ETF investment in a tax-advantaged account, such as an IRA Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. Mutual Fund Tax Guide TABLE OF CONTENTS Part 1 - Tax Items of Interest ..2-6 Part 2 - Tax Forms Purpose of This Tax Guide This tax guide provides some basic information about the tax forms you have received or that may be mailed to you later Annual % of earnings from US Government obligations. Municipal Bond Fund Earnings by State/US Territory and % subject to AMT. % of earnings representing foreign income and foreign qualified income MUTUAL FUND Investor Guide DECEMBER 2017 Matthew D. Sauer Founder & Chief Investment Officer Matthew Sauer is the tax-inefficient fund ahead of a capital gains distribution. Fidelity Capital Appreciation (FDCAX) is scheduled to pay out 7.5 per- The Thrivent Financial Tax Resource Center is a guide to help you navigate the tax season. For tax