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Get your taxes done using TurboTax
When your mutual funds are at a brokerage,
you just report one line "Schwab dividends" on Schedule B for all dividends from funds and stocks.
When your mutual funds are at a fund company, like Vanguard for example, you need to itemize the funds.
But, Vanguard now encourages you to convert your account to a brokerage account, and if you do that you would be able to report "Vanguard dividends" on one line.
‎December 27, 2020
8:20 AM