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Fund Distribution
Joint taxable - mutual fund account

Roth conversion deadline
Traditional IRA - mutual fund account

Tax-loss harvesting deadline
Individual taxable - mutual fund account

Tax-loss harvesting deadline
Joint taxable - mutual fund account

1099-R Form released
Traditional IRA - mutual fund account

1099-DIV, 1099-B Forms released
Individual taxable - mutual fund account

1099-DIV, 1099-B Forms released
Individual taxable - brokerage account

IRA contribution deadline
Traditional IRA - mutual fund account

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