thank you
when you refer here as "tax reporting statement" , is there any form # associated with this when requesting the brokerage ? I went through the 1099-DIV/INT sent by them, there is a section called "mutual fund and supplemental information" that shows " FOREIGN SOURCE INCOME PERCENTAGES" against some of the mutual funds with a % number - is this % of the fund amount invested or end of 2024 year end ? is this the $ amount I calculate & total for all the funds (about 5 or so) and use this to enter ? or you refer to an entirely separate statement that I need to request from brokerage asking for absolute $ number on the source income ? thanks for any help.
