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.
Learn more about Form 8690 and the IRS net investment income tax from the tax experts at H&R Block.
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Form 709 is the IRS tax form that’s required in certain gift giving situations. Let the experts at H&R Block help you determine when Form 709 should be filed.
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