Last year, I invested in a few ETFs using Sogoinvest and these ETFs had some income dividends distributions. After I received the 1099DIV form from Sogoinvest, I noticed that all the dividends are classified as ordinary dividends, none of them are classified as qualified dividends. Also, for my VWO (Vanguard Emerging Market ETF) holding, the [...]
The Bogleheads forum, formerly known as the Vanguard Diehards forum, has, in a very short time, accumulated a very good collection of investing articles in the reference library. This is attributed to the hard work of ‘librarians’ Barry Barnitz (who blogs on The Financial Page and Asset Allocation) and ‘gbs’, as well as many other [...]
After signing up for Wells Fargo’s PMA package and Wells Trade account, I was pleasantly surprised to discover that the Wells Trade platform offers an alternative and “automatic” HIFO method of designation for tax lot tracking for both stocks and mutual funds instead of the usual FIFO for stocks and averaging method for mutual funds. [...]
Indexfundfan
Copyright © 2012 | indexfundfan @ indextown