FYI: The distributions of income and capital gains you get from funds are taxed according to principles that are often perplexing and sometimes unfair. This guidebook covers the basic rules.
The rules are for fund shares in taxable accounts. They are largely irrelevant to the taxation of funds held in IRAs and 401(k)s.
The rules apply to three kinds of investment companies:
Regards,
Ted
Ted
http://www.forbes.com/sites/baldwin/2014/10/22/tax-guide-for-mutual-fund-distributions/print/