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Vanguards New Brokerage Summary Forms 1099 -B
I added the normal Reg 1099- Div Form from the 1st half of 2024 .
But don't know how are we to go about adding this new brokerage Summary Information is from the last quarter of 2024?
I have 3 funds listed on my Sch B from the first 1099 -B.
Are we too take the totals and add to each line like 1a , 1b and so on from the 1099 Summary papers? Example 1st $2,000.00 2nd $3,000.00= $5,000.00 .
Or do we add the new 1099 Summary page info separately like I did the 1st one?
If I do each fund will be listed on the sch B twice.
‎January 31, 2025
3:45 PM