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Mutual fund sales: You have cost-method options

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in Centerpiece,Small Business Tax,Small Business Tax Deduction Strategies

The new cost basis reporting rules for mutual fund transactions took effect Jan. 1. Under the new rules, mutual fund companies will use a default method to calculate the basis of shares acquired and sold in 2012 and beyond. Strategy: Don’t assume the default method is best for you. Analyze all your options before you sell mutual fund shares.

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