One reason I like ETFs is that you dont get surprise 1099s as one can get with mutual funds. You can have no sales of your shares in a mutual fund and still get a 1099 showing capital gains with potential tax implications. It does affect your basis in the fund, but I would rather control my own tax destiny.
Statistics: Posted by Fat Tails — Sat Jun 15, 2024 1:41 am — Replies 4 — Views 451