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After I join the fund, is there anything I need to do for my taxes?
After I join the fund, is there anything I need to do for my taxes?
Updated over a week ago

When you exchange your stocks for a share of the exchange fund, no taxes are triggered and your cost basis transfers to your shares in the fund.

As a result, there's no “sale” and no taxable event to report after you enroll. The exchange fund does generate a Schedule K-1 tax form for minor tax events. You’ll receive the K-1 in January each year you remain in the fund.

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