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Deductions & credits
Well, after doing some number shoving in Excel, it appears that there IS a "Qualified U.S. government interest Reported as Dividends" included in box 1a. That was not shown on the broker's 1099-DIV summary listing. But there was an entry in the myriad details pages. Nowhere did they SAY it was included, but the numbers work out to match when I use Excel to sum things up.
So unless you can suggest anything else to look at, it seems I should be putting that box 1a subentry in there.
I'm asking the broker to verify my conclusion, but I suspect he will just come back with "I can't give tax advice".
March 29, 2021
2:38 PM