Posts  / #POST-221346
REDDIT

Taxes in investing, it is Tax time.

L
Mar 6, 2026 · 13:52

Last year 2024 I had a gain of $35,000 from a sale of a stock, from rebalancing. This erased a $3000 refund and I had to pay $3500 instead.

This tax year 2025 I had a gain of 9000 dollars from Dividends in a stock index fund. I will pay $1800 more from this gain. I am not happy about it. I wish there were more funds with no dividends. It would not change returns ,as the dividend would simply be rolled into the NAV.