I am confused on how this rule would apply at the end of the year. As a hypothetical example, I purchase 100 Shares of mutual fund X on Dec 20 with Dec 23 being the Ex-Dividend date. I file my taxes quickly in the first week of Feb. If mutual fund X had qualified dividends according to my 1099-Div, would I be entitled to them? The concern is I am filing before I owned the fund for 60 days. Thanks
Statistics: Posted by S_Track — Fri Mar 01, 2024 6:52 pm — Replies 1 — Views 220