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Get your taxes done using TurboTax
Some brokerage companies issue a "Composite 1099 Form" that replaces multiple individual 1099 forms such as:
- 1099-B
- 1099-INT
- 1099-DIV
Sometimes, the individual sections of the composite forms do not include all of the information that is available on a standard 1099 form, such as the check boxes for short-term and long-term transactions on the standard 1099-B form. Instead, many of these composite forms simply group the different types of transactions so that you can readily tell which ones are short-term and long-term.
Here's detailed info on Dividend Taxes. Government Interest may be in Box 10 on a 1099-DIV, for example. Employee Stock Options may need a Dividend Adjustment. Securities that did not meet the required holding period are Wash Sales.
If you can't determine which statement applies to your investments after reviewing your imported tax info (and other Supplemental Info), you may need to contact Vanguard for assistance. Here's Community Discussion on that subject.
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