Good point. I always forget about capital gains when thinking about bonds, even though they're just as real as gains on stocks.You still owe taxes on capital gains when you sell shares of the fund, so you'll still need to keep track of lots.If you use a Treasury fund, then the only dividends you'll need to report on your CA taxes are the dividends from the stock fund.
(In NJ, which also doesn't recognize HSAs, capital gains on Treasury bonds, and on "qualified investment funds" which hold only Treasury bonds, are not taxable.)
Regards,
Statistics: Posted by retired@50 — Thu Dec 12, 2024 8:26 am — Replies 5 — Views 278
