Skip to main content

How is my outside basis determined, and why does it matter?

Updated over 3 months ago

Your outside basis is determined by the basis of what you've contributed to the fund: Cash, securities, etc. It goes up when you earn income. And down when you take losses or withdraw cash.

Your basis determines how much loss you can deduct right away, and whether you'll owe taxes when you take money out later.

Please read our full disclosures before making an investment decision.

Did this answer your question?