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Get your taxes done using TurboTax
Thank you for the response, SteamTrain. I subsequently resolved the issue. I migrated to the new brokerage platform midway through 2022, so Vanguard reports dividends separately for the brokerage platform and the legacy mutual fund platform, with separate 1099s for the time before and after migration. Hence why I was struggling to reconcile the numbers at first.
‎January 25, 2023
3:31 PM