Sentences with phrase «on any capital gains realized»

Although the income from municipal bonds held by a fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

The tax savings on the loss would offset the taxes on any capital gains realized for securities that increase in price.

You may also have the opportunity to eliminate taxes on the capital gains you realize from taxable accounts.

Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

footnote * Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

Remember when you go to file your tax return that you must pay capital gains tax not only on the amounts recorded on T3 or T5 slips as part of distributions, but also on capital gains realized from your personal sale of funds in non-registered accounts during the year.

You will pay taxes on any capital gains realized when selling a fund, so you'll want to keep track of how long you've held a fund before you sell it.

Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

Not exact matches

Beyond the requirements that liquidity and regulators impose on us, we will purchase currency - related securities only if they offer the possibility of unusual gain — either because a particular credit is mispriced, as can occur in periodic junk - bond debacles, or because rates rise to a level that offers the possibility of realizing substantial capital gains on high - grade bonds when rates fall.

Berkshire is likely sitting on more than $ 10 billion in capital gains from the Wells Fargoinvestment, and could owe big taxes on gains it realizes, analysts said.

Those considering current year charitable contributions who are also facing long - term capital gains tax on the sale of highly appreciated shares after an initial public offering may realize a much more favorable income tax result and charitable impact by making a timely donation of a portion of their IPO shares (either during or after the lock - up period) directly to charity.

Currently, an individual can shelter capital gains realized on the disposition of qualified small business shares up to a lifetime limit of $ 835,716 (indexed annually).

Gain realized on the sale of an incentive stock option is taxable at capital gains rates, unless participant disposes of the shares within (1) two years after the date of grant of the option of (2) within one year of the date the shares were transferred to such participant.

Remember what Irving Fisher told us in The Debt - Deflation Theory of Great Depressions: The public psychology of going into debt for gain passes through several more or less distinct phases: (a) the lure of big prospective dividends or gains in income in the remote future; (b) the hope of selling at a profit, and realizing a capital gain in the immediate future; (c) the vogue of reckless promotions, taking advantage of the habituation of the public to great expectations; (d) the development of downright fraud, imposing on a public which had grown credulous and gullible.

When appreciated stock is sold, the owner generally realizes capital gains equal to the appreciation and may be liable for either short - term or long - term capital gains taxes, depending on the length of time the investment was held.

That convergence will naturally result in capital gain, which is on top of whatever organic / natural capital gain is realized as the business becomes worth more (as it sells more products and / or services, increasing its profit in the process).

Taxes on capital gains are paid during the income tax year that investments are realized (sold).

Annual returns are assumed to be long - term gains realized on a calendar year basis and taxed at the prevailing capital gains rate.

Adding insult to injury, the puny effective tax saving to those tax - filers from the capital gains partial inclusion (worth $ 7.50 in federal taxes at the 15 % marginal rate) was only half the effective savings pocketed by the top 1 % tax - filers (realized at a 29 % rate) on EACH $ 100 of their capital gains partial inclusion (which was then applied against a capital gains flow that was 600 times larger).

Tax rules state that the fund needs to pay out its dividends, realized capital gains, and other income to the mutual fund owners each year on a pro-rata basis.

If your tax bracket is low (15 % or lower) you may fall into the zero percent capital gains tax bracket — meaning you will pay not tax on realized capital gains.

Further, under the current tax system, capital gains tax is due on the appreciation of assets, such as real estate, stock, or an art collection, only when the owner «realizes» the gain (usually by selling the asset).

Capital Gains Tax: When an individual makes investments and realizes capital gain out of it, then taxes are levied on the investment Capital Gains Tax: When an individual makes investments and realizes capital gain out of it, then taxes are levied on the investment capital gain out of it, then taxes are levied on the investment income.

If an individual was set to realize a significant capital gain on the sale of shares but didn't have any capital losses to offset the gain, it would make sense to transfer the shares to his / her spouse if they had some capital losses they could use to offset the gain.

Her cost basis is $ 1100 She then sells all her shares and receives a check for $ 1300 Mary has realized a capital gain of $ 200, which must be reported on her tax return.

Gain or loss realized on a sale or exchange of the securities of a Fund will be a capital gain or lGain or loss realized on a sale or exchange of the securities of a Fund will be a capital gain or lgain or loss.

You won't realize capital gains on common stocks until you sell.

Because capital gains are only taxable in the year they are realized (that is, when you sell at a profit), an investor who held XCG in for the whole five years would have only paid tax on that very small dividend.

The amount of tax you ultimately pay also depends on when you decide to realize capital gains.

From the budget text: «These techniques involve capital gains being realized for the benefit of a minor on a disposition of shares of a corporation to a person who does not deal at arm's length with the minor.»

Increase in the lifetime tax exemption for capital gains realized on the disposition of small business corporations and farm or fishing properties from $ 813,600 to $ 1 million

That loss, called a capital loss, can be used to offset capital gains you realized on other investments that year (and in any of the three previous years), thus reducing your capital gains tax.

When you sell investments at a higher price than what you paid for them, the capital gains are «realized» and you'll owe taxes on the amount of the profit.

The other problem is if you have to sell the investment — such as what I did after the Halloween income trust massacre, I had to sell and realize a capital gain of some ridiculous 75 % on one of my investments!

Realized capital gains for individual securities are reported to you and to the IRS on Form 1099 - B.

Any gain you realize on an investment you've owned for more than a year is taxed at your long - term capital gains rate.

Capital losses you realize on investments you've owned more than a year can be used to offset long - term capitalCapital losses you realize on investments you've owned more than a year can be used to offset long - term capitalcapital gains.

To make up the difference, it must realize capital gains on the securities in its portfolio.

Realize that the same capital gains tax is still owed on the original purchase.

So, henceforth an investor of Stocks or Equity mutual funds has to pay 10 % as taxes on Long Term Capital Gains (realized).

If you sell your stock investments within 1 year (12 months) of purchase, you have to pay short term capital gain taxes at the rate of 15 % on the realized gains.

... a follow on question: is a capital gain realized in a MF swap — which would be an easy way to «bed and breakfast» the investment to take advantage of the 1 lakh allowance.

To put it another way: is a capital gain realized on a swap?

Although all capital gains realized in a given year must be reported for that year, there are some limits on the amount of capital losses that may be declared in a given year in some cases.

You pay capital gains tax on a stock only when you sell, or «realize» the increase in the value of the stock over and above what you paid for it.

There would be capital gains tax to be paid if the assets are sold, but a long - term investment of, say, 20 years with no tax on annual gains of 3 per cent after inflation would easily cover tax due at no more than about 22 per cent of realized gains based on 50 per cent inclusion rate, as present tax rules allow.

In order to qualify for favorable tax treatment, mutual funds are required to pass on at least 90 % of their realized capital gains to shareholders by the end of the year.

That convergence will naturally result in capital gain, which is on top of whatever organic / natural capital gain is realized as the business becomes worth more (as it sells more products and / or services, increasing its profit in the process).

realized a capital gain even though you did not dispose of a capital property in the year (for example, where a capital gains reserve was claimed on your 2015 return, or a capital gain was allocated to you by a trust or mutual fund);

Corporate assets are only 50 % taxable, as the capital gain on your shares of the corporation would be realized on death based on your original cost (often a nominal cost like $ 10 or $ 100).