Cap Gains - determining which source - buy/sell stock vs mutual fund generated gains
One thing that haunts me at tax time - is Cap Gains -
I would like to determine how much is getting generated from my stock buy/sell vs the less common gains generated directly from mutual funds.
I was thinking of going back thru my various FI and look for the buy/sell entries and add a "tag" and then report on that tag to see how much Cap Gains are self inflicted.
Even though the Cap Gains are taxed at the nice & lower tax rate, at least I would know the source.
QWin Deluxe Subscription - Win10