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Get your taxes done using TurboTax
Some brokers are not including the backup detail sheets now and you have to go online to get them. Like I have Vanguard and I'm in California too.
For Vanguard......
You will need to calculate any amounts yourself using these tables. Vanguard use to include these tables with the 1099 forms but now you have to get them online here. There are 3.
Tax information for Vanguard funds | Vanguard
It can be hard to calculate. I had to make a spreadsheet listing each fund, the dividend and percentage.
March 12, 2024
7:52 PM