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Tax & Compliance

Calculating & optimizing capital gains & income at tax time.

  • Automatic Dividend Reinvestment (DRP)
  • Using the ETF Distributions Pro-Rata Tax Form
  • Capital Gains Tax Settings
  • Creating a Taxable Income Report
  • Introduction: Tax Strategies
  • How to Share Your Tax Reports With Your Accountant
  • Creating A Capital Gains Tax Report
  • Calculating Unrealized Capital Gains
  • How to Confirm a Dividend

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