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Investors & landlords
Thank you @DaveF1006 for your guidance. Couple of days back, I also pointed this out to Charles Schwab brokerage, and they mentioned that it is a mistake, and they will issue 1099-DIV. They also suggested me to get extension as they will not be able to issue one in time. As I am not planning extension, I may just go with your suggestion. I hope that's ok. This is so confusing as transaction description in my brokerage account is Cash Dividend.
‎April 11, 2024
3:08 PM