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After you file
Once you have your actual 1099-DIV, each entry will be once with the totals for the year.
You should receive one 1099-DIV from the brokerage that covers the entire year. You should not have a DIV from the first half of the year. The brokers are not required to issue the forms this early, so you may not have anything but your statements at this point. Wait for the form.
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‎February 6, 2025
10:27 AM