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Get your taxes done using TurboTax
I do recommend posting the two 1099-DIVs separately. This gives you a better audit trail.
You should post the name as it appears on the form. It is usually the broker's name.
The IRS does a computer check on totals initially. If the totals are correct they will not be flagged. If they are incorrect, you will be getting a tax notice requesting additional details. That is why I suggest posting them individually.
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March 9, 2022
10:02 AM
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