Sentences with «taxable portion of the distribution»
Bond funds pass along the interest income and capital gains on their investments to shareholders, who are then taxed on the taxable portion of those distributions. (fidelity.com)
The designated beneficiary generally does not have to include in income any earnings distributed from a QTP if the total distribution is less than or equal to adjusted qualified education expenses (defined under Figuring the Taxable Portion of a Distribution, later). (money.stackexchange.com)
In this case, the first dollars you are considered to be rolling come from the taxable portion of the distribution. (fairmark.com)