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Investors & landlords
Schwab provides considerable detail - a security by security listing - of dividends paid for the year but there's no need to enter that detail. All you need to enter is the summary "Box 4" number that's on the "Tax Year 2018 Form 1099 Composite" - "Dividends and Distributions -- 2018" page. This holds true for all the information on that page - only enter the summary numbers into your income tax return.
Tom Young
‎June 7, 2019
3:36 PM