ETFS
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ETFS
The other day you mentioned ETFs and how they may differ in their tax consequences. Not wanting to put any un do burden on our Treasurer at tax time, is there a way that we can find out which ones are reported just like a stock so we may invest in them? Thank you. Barbara Moore Vice President Charter Title Company 1717 West Loop South 12th floor Houston, Texas 77027 Phone-713-871-9700 Fax-713-871-8208
NOTICE: The information contained in this message is proprietary and/or confidential and may be privileged. If you are not the intended recipient of this communication, you are hereby notified to: (i) delete the message and all copies; (ii) do not disclose, distribute or use the message in any manner; and (iii) notify the sender immediately. ------------------------------------------------------------------------- This message was secured by Zix®. Hi, There is no such comprehensive list. There are too many ETF's and too many different types. Any commodity, MLP or REIT ETF's are a big problem. Other than that, many ETF's require manual dividend reclassifications and changes in dates of January dividends when you get your 1099 and before you can prepare your taxes. It is best to send a ticker you are considering purchasing to us to research for you so we can give you a specific answer before you purchase it. Hope that helps. Let me know if you have any further questions by replying to this email. Thank you for using bivio! Laurie Frederiksen Become our Facebook Friend! www.facebook.com/bivio Don't forget! You can always find lots of useful information on our help page. https://www.bivio.com/hp EVN is a Tax free Dividend ETF. It gives monthly dividends. I recommend it if you don't want to pay taxes on dividends and better than money sitting in cash. Alessandro
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