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Inconsistency between 1099 Div and 1099 composite?
I received both 1099 composite and standalone 1099 div from Vanguard on a joint brokerage account of my wife and me.
1099 composite is reporting a much higher dividend income than the standalone. What's even weirder is that the standalone 1099div seems to be missing a fund (Target Retirement 2055) altogether.
Checking into the account history, 1099 composite numbers seem to be the right one. Should I just ignore the standalone 1099 div and go with the composite?
I am not sure if this is a mistake on Vanguard side, or I am missing some tax rules here.
‎February 20, 2022
9:47 AM