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Brokerage Questions
I imported my vanguard tax information and now receiving a statement to review for the following:
A portion of those dividends is us government interest or
I need to adjust dividends or this is an ESOP distribution or
Some qualified dividends or section 199A dividends are from securities that did not meet the required holding period
where do I find this information and decide which one is correct. This is very confusing.
‎January 24, 2024
5:11 PM