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Investors & landlords
The best thing to do is to enter the amounts as they should have appeared on the 1099 if it had been corrected, figure the amount of tax due and then pay that amount of tax along with an extension. That allows you six months to get the corrected 1099-DIV from the brokerage. At which point you can come back and adjust the 1099 if necessary and file the return.
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‎April 16, 2025
1:01 PM