Adjusted Cost Base With US-listed ETFs

April 10, 2014

Many readers have used our white paper, As Easy as ACB, to learn how to calculate the adjusted cost base of their Canadian ETF holdings. I’ve received several comments and questions from readers who wonder whether the process is the same for US-listed ETFs—and the answer is no. You already know that dividends and interest […]

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Tax Tips for BMO ETF Investors

April 7, 2014

Last week I offered some tips for investors who are tracking their adjusted cost base with Vanguard ETFs. In this post I’ll offer similar advice for those who use BMO exchange-traded funds. These tips expand on As Easy as ACB, a paper co-authored with Justin Bender, which thoroughly explains how to calculate the adjusted cost […]

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A Tax Tip for Vanguard ETF Investors

April 2, 2014

As the tax filing deadline approaches, many investors are busy calculating the adjusted cost base for their ETF holdings. Last year at this time, Justin Bender and I collaborated on a paper called As Easy as ACB, which explains the rather complicated procedure. An often overlooked part of ACB calculation involves adjusting for reinvested distributions […]

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