Businessweek Archives

Paper Trails


Personal Business: Worth Noting

PAPER TRAILS

A major headache for mutual-fund investors is computing taxes on capital gains, transfers between funds, and dividend reinvestments. If your mutual fund doesn't provide yearend tax-cost statements, and you haven't kept records yourself, ask the fund for details of past transactions, which are often kept on microfilm.


Steve Ballmer, Power Forward
LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus