Thank you Mike9241. You're absolutely correct and I'm fully expecting a series of 1099-Div forms from USAA (Victory Capital) for the time period our accounts were still with Victory Capital. I'm very comfortable with those type of 1099-Div forms and ready to enter those in TT. As you can tell by my original question and the responses I've received today it's the concept of a "composite" 1099 that concerned me. But that concern is past tense given the outstanding responses I've received from the TT community. I'm looking forward to entering a single 1099-Div from Charles Schwab for tax year 2020 as well as future years.
