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What causes taxable events?

Taxable events are transactions in your brokerage account that cause taxable liabilities. Taxable events can be created when:

  1. You sell some of your investments. If those investments are sold for a gain they will generate a tax liability
  2. You receive dividends , interest income, or securities

*M1 Finance does not provide tax advice. Please contact your tax professional should you have any questions.

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