Long-Term Capital Gain

Long-term capital gain is a capital gain treated as long term under the applicable holding-period rules.

Why this matters to income investors

A longer holding period can change after-tax proceeds from a sale.

How to use long-term capital gain in your research

Use the payer’s final tax document and your purchase records to identify the amount, tax character, and basis effect. Tax treatment can depend on your circumstances, so do not infer it from the cash payment alone.

This material is general education and information, not individualized investment, tax, or legal advice.