Hi Jill,
Thank you for that! This doesn't show the whole question.
My broker alerted me by e-mail that the 1099's were already released and that I didn't receive one.
I have reviewed my account and there aren't any specific withdrawals from my account. I instead transferred money to different funds without these funds hitting my bank account and later did an in-kind transfer to another broker.
I did import the 1099-div into Turbotax; however, I don't have a 1099-B.
I did read on other message boards that because I did do an in-kind transfer, there would not be a need for the broker to send a 1099-B and therefore there would not be a need to report. Is there truth to this?
Based on this information- would the 1099-Div be sufficient as the only 1099 needed for this specific broker or do I need for them to supply me this information?
