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CLIENT CHANGED STATE AND HAS SUBSTANTIAL MUTUAL FUND DIVIDENDS AND CAPITAl GAINS.

zandw619
Level 3

Can I prorate the amounts based on move date, or must I split each in the dividend notice received?

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Accepted Solutions
ljr
Level 8

the year end statement would have supporting documents for when paid,

most likely dividends would be 4 times a year and most capital gains are paid at year end

when did they move? hopefully sometime like 6/30 - LOL

then 50- 50 on dividends 

 

 

 

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1 Comment 1
ljr
Level 8

the year end statement would have supporting documents for when paid,

most likely dividends would be 4 times a year and most capital gains are paid at year end

when did they move? hopefully sometime like 6/30 - LOL

then 50- 50 on dividends