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For tax filing purposes, using TurboTax (TT), it's fairly simple. Ordinary dividends in shown in box 1a of form 1099-DIV and qualified dividends in box 1b. You just enter these at the 1099-Div screen and TT does the rest.
The Edward Jones' statement is a consolidated 1099. Read it carefully; it follows the IRS forms 1099-Div, 1099-Int and 1099-B.Still have questions?
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