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Get your taxes done using TurboTax
You should leave box 3 in the software blank, so that is immaterial to you.
Yeah, the broker needs to clarify your 1a and 1b $$ values. 1b can never be greater than 1a, but can be equal-to or anything less than 1a (down to a zero).
But you should be also able to download a PDF of your current 1099-DIV tax forms for 2018 from your Online Broker account to look at and print out for your files. You need to keep paper copies of those tax forms in a tax folder every year...don't "lose" them.(outside of TurboTax, not
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎September 9, 2019
11:59 AM