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Return to income

Special Cases - Mutual Funds

Special rules might apply when figuring the basis. These include situations where you received short-term losses on shares for which you received:

  • An exempt-interest (tax-free) dividend
  • A capital-gain distribution

If either of these applies to you, see Publication 550: Investment Income and Expenses at www.irs.gov.

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Calculators

So how much will you get (or owe) this year? That’s the million-dollar question. We happen to have three very useful calculators to help you estimate your refund or balance due.

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