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Get your taxes done using TurboTax
Did you sell any funds? Dividends would be on a 1099 DIV not a 1099B. Just look at your 12/31/23 statement. It should have the year to date amounts and activity. You don't need to report any IRA accounts. Just the regular accounts and brokerage account if you have transitioned to Brokerage. I finally transitioned to Vanguard Brokerage in 2023 for both my personal funds and my IRA account. So I have 4 statements.
What funds paid you dividends? I can look at my 1099 and see if it just goes in box 1 or also as qualified in box 1b.
‎February 12, 2024
10:54 AM