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November 24, 2017

Fund investors may face year-end tax headache

  • Funds that invest in tech stocks look particularly vulnerable for gains distributions this year.
    • By STAN CHOE
    AP Business Writer

    NEW YORK — The end of the year can mean tax headaches for some mutual-fund investors, this year potentially more so than others.

    Companies have started to warn investors of distributions they'll make by the end of December. For anyone with a fund outside a tax-advantaged account, these payments can trigger a tax bill, even if they never sold any shares themselves.


     
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