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#3
02-15-2004, 05:20 AM
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 Re: ATF dividends qualification status? Rich Carreiro wrote: - quote - > Harlan Lunsford <lunstax[at]bellsouth.net> writes:
Okay then, thanks for the information. I'll be looking to> > That appears to me to be a mutual fund, thus dividends are > > not qualified. > That's incorrect (or at least incomplete). With respect > to qualified dividends, mutual funds are pass-through > entities. To the extent that the dividends paid by the > fund are allocable to qualified dividends paid out by > fund's holdings, the fund's dividends are also qualified see that on statements from now on. (None to date.) Cheer$, Harlan Lunsford, EA n LA << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#2
02-13-2004, 03:41 AM
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| Re: ATF dividends qualification status? Harlan Lunsford <lunstax[at]bellsouth.net> wrote: - quote - > young wrote:
Not necessarily true. The dividends from Fidelity Fund and> > Does anyone reading the postings here have shares in ATF? > > If so please let me know if your dividends reported on your > > 1099 were qualified or non qualified. My broker reported > > all as non qualified. > That appears to me to be a mutual fund, thus dividends are > not qualified. Fidelity Trend Fund are 100% qualified and from Eaton Vance Balanced Fund Class A are 27% qualified. This was on the issued 1099's. I asked the question to see if anyone got a 1099 for this fund with a different status. Thanks, young << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#1
02-13-2004, 03:03 AM
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| Re: ATF dividends qualification status? Harlan Lunsford <lunstax[at]bellsouth.net> writes: - quote - > That appears to me to be a mutual fund, thus dividends are
That's incorrect (or at least incomplete). With respect> not qualified. to qualified dividends, mutual funds are pass-through entities. To the extent that the dividends paid by the fund are allocable to qualified dividends paid out by fund's holdings, the fund's dividends are also qualified. -- Rich Carreiro rlcarr[at]animato.arlington.ma.us << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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02-12-2004, 08:29 AM
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| Re: ATF dividends qualification status? young wrote: - quote - > Does anyone reading the postings here have shares in ATF?
That appears to me to be a mutual fund, thus dividends are> If so please let me know if your dividends reported on your > 1099 were qualified or non qualified. My broker reported > all as non qualified. not qualified. Cheer$, Harlan Lunsford, EA n LA << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#-1
02-11-2004, 12:22 PM
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| ATF dividends qualification status? Does anyone reading the postings here have shares in ATF? If so please let me know if your dividends reported on your 1099 were qualified or non qualified. My broker reported all as non qualified. Thanks, << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
| Tags |
| atf, dividends, qualification, status |
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