- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After you file
A 1099-B is for Sales. Do you mean Schedule B for Interest & Dividends?
Did you transition from Vanguard regular account to the new brokerage account? I did in 2023. I got 2 1099 forms. The regular old 1099 with the funds listed and a new Consolidated 1099 Brokerage statement. You need to enter both. They are for different time periods.
The Consolidated 1099 will have sections for 1099-Int and 1099-Div and 1099B and maybe some other 1099s. You need to enter each section in the right place. So read it carefully and look for headings.... 1099-INT for interest or 1099-DIV for Dividends or 1099B for sales. I highlight each heading with a yellow highlighter to find them.
‎February 6, 2025
10:38 AM