Deductions & credits

Just a side-note: 

If you converted, or were forced to convert a Vanguard Mutual Fund account to a Vanguard Brokerage account, then all the $$ for the Brokerage are reported on a single 1099-DIV, without a breakdown.  The "error" might be due to something else in this case.

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My brother converted his Vanguard account to the Vanguard brokerage during 2023, and on 2023 taxes had both the single Brokerage 1099-DIV, and the separate Mutual Fund 1099-DIVs to report that year.

 

This year, for 2024, he only had the single combined 1099-DIV....yes, the "Supplemental Details" sheets showed what came in form the various funds, but he no longer had multiple 1099-DIVs to enter in the software and it all worked out fine.  What can cause issues, is the setting for state delineating (or not ) of the tax-exempt $$ that are in box 12.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*