Computing Capital Gains from a rollover?

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

I have rolled over an IRA mutual fund from Brand X to Brand Y. I have taken a normal distribution from Brand Y. How do I take into consideration that Brand X was several years old and hence any gain from a sale would be long term BUT it appears as short term gain if only viewed as a sale in Brand Y?

Replies:

• Re: Computing Capital Gains from a rollover? Mark 00:04:21 01/09/05 (0)