What do you do with the tax deferred component of trust distributions when it comes to tax time since your dividends are also reducing your cost basis?
Thanks Thomas, My portfolio isn’t that complex and still doesn’t involve any tax deferred holdings.
Just trying to track a particular a company and use my spreadsheet as a guide.
If I’m on the verge of recovering my cost when you include the current share price, I might be tempted into increasing my holdings.
