Business and Finance

  • 1.  Income Reclassification

    Posted 11-24-2020 16:56
    Hello, wise colleagues.

    Does anyone know of a source where one could look up whether fund dividends have been reallocated from non-qualified to qualified? My understanding is that this is known as income reclassification or income reallocation, often happens around January, and has some tax implications for investors. One vendor we've come across is Wall Street Concepts. Any other suggestions would be most welcome. Thanks a lot!

    Best,
    Helen

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    Helen Sobolik
    Library Business & Research Analyst
    K&L Gates
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