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I have a mutual fund "Janus research" for about 25 years.
For 15 years the dividends and capital gains were reinvested
10 years ago I told them to stop reinvesting and send me the money.
Basically there is a 15 and a 10 year period to complicate the question.
I sold it all this year so average basis is fine, but I'm a unsure of the capital gains, and don't know if they will provide a complete tracking due to the age of the holding.
Are the capital gains:
For 15 years the dividends and capital gains were reinvested
10 years ago I told them to stop reinvesting and send me the money.
Basically there is a 15 and a 10 year period to complicate the question.
I sold it all this year so average basis is fine, but I'm a unsure of the capital gains, and don't know if they will provide a complete tracking due to the age of the holding.
Are the capital gains:
- Sold price - (purchase price + 15 yrs reinvested dividends + 15 yrs reinvested declared capital gains)
- Sold price - (purchase price + 15 yrs reinvested dividends + 15 yrs reinvested declared capital gains) + 10 years declared capital gains