@HB88
It is as simple as that ONLY IF that particular Bond fund was the only source for the $$ in box 1a of the 1099-DIV.
If you have stocks and other mutual funds at that brokerage, they will also feed into box 1a of the 1099-DIV...
IF that is the case, you have to use the supplemental sheets that follows your consolidated 1099-B/ -DIV/ -INT set and calculate it only from the box 1a $$ that came just from that particular bond fund.
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yeah, I know that Vanguard used to have mutual fund accounts that created a separate 1099-DIV form for every mutual fund...but by now I "think??" everyone has been transitioned to the brokerage account that combines all dividends on one 1099-DIV??? Mabe not yet?
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
