2015, 2016, 2017 and 2018?

but if he rolled over dividends into his mutual funds would he declare it as income in that particular year? I thought that income wasn't taxed until there is a withdrawal on the mutual funds.

whether the distributions are paid out in cash or reinvested

If those mutual funds are held in an IRA or 401K no

At some point in my life I believe that I knew that, but that information was deleted from my brain cells and replaced with more pertinent information.

He never put out the full returns.

If the fund invests in income producing products (bonds, stocks that pay dividends etc) then you generate income. If the fund is in a pretax retirement fund the income is non taxable if rolled over and not withdrawn. If the fund is non retirement you pay taxes on income regardless of where it goes (rolled or withdrawn)

If the fund invests only in growth (non income producing products) stocks there is no income and income taxes are only due upon sale (if it is a non retirement account).

A quick look at the disclosure show a bunch of funds with “growth” in the name. Regardless, these all appear to be retirement accounts anyway

Last edited Fri Mar 22, 2019, 09:14 PM - Edit history (1)

There are a lot of mutual funds listed.

TIAA and cref big with public employees, iirc. Teachers and government workers

That and Bernie doesn’t show the income on the tax return - especially the bond fund because that would trigger a tax liability if NOT a retirement account.

Unless he’s cheating on his taxes. Which would make him the worst tax cheat ever. Is that what you think you have discovered?