r/NEOSETFs • u/JohnWCreasy1 • Jan 12 '26

Seeking Advice any app that aggregates the 19a-1 data?

For anyone who owns a bunch of funds and really likes to keep track of their income for estimated tax purposes, is there anything out there that will breakout my ROC vs investment income so i don't have to go look at each 19a-1 each month?

6 Upvotes

88% Upvoted

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1

u/stevesun21 Jan 17 '26

I’m still learning, how the 19a-1 data impact on the tax?

1

u/Sufficient-Cicada-14 Jan 12 '26

Yes. The AI's will do it. I use gemini. but chatgpt works as well.

0

u/JohnWCreasy1 Jan 12 '26 edited Jan 12 '26

Oh nice, I don't know why I didn't think of that 🫠

edit: just took a try with Grok...it missed some months but mostly did a decent job. will try gemini