For tax purposes, each SWP payout is considered a partial redemption of mutual fund units. This means every withdrawal comprises two components: the return of the original investment (principal) and capital gains. Tax is levied only on the capital gains component of each withdrawal.
SWP taxation explained: Why every withdrawal from a mutual fund can have a different tax liability
For tax purposes, each SWP payout is considered a partial redemption of mutual fund units. This means every withdrawal comprises two components: the return…
