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@DoppelSchlechtMinus But that's not really a consolation for him, is it? 😅
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@Zerax You'll have to ask him. My empathy skills could possibly be below average 😅
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•@DoppelSchlechtMinus I asked myself this question the day before yesterday. I knew that Reits were under 'Other'. According to Google AI and Chatgpt, BDCs end up under shares when they are sold. Is that correct?
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@Wowa83 No, drill down again with keywords like "non-reporting fund" and so on, can even be different for each BDC and REIT in principle. You can't even just look it up somewhere. If you are interested in a specific one and you already had it last year, take a look at what is stated in your last income statement. If it's an investment fund, then the share price P&L should not be included in the share pot. But then again, there may be special cases. And I'm not promising you that I've explained this correctly. Simple answer: Don't buy BDCs without a tax advisor 😉
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