I purchased TT Premier 2020 earlier today. I'm trying to "get ahead of the curve" so to speak so the goal of this posting is to seek community members who have handled this issue. Specifically, I used to own USAA 500 Index Fund Reward Shares (USPRX.) In June I moved the account "in-kind" to Charles Schwab. Specifically, the day before USAA transferred the fund they did a "non-tax class exchange" and changed my account to USAA 500 Index Fund Member Shares (USSPX.) I did not lose or gain a cent. The USSPX shares literally transferred out (from USAA to Schwab) the next business day. Can anyone provide me guidance and/or counsel in terms of what I'll be receiving in the mail late January 2021? I clearly had dividends from USPRX in 2020 (25 March 2020) so I should receive a 1099-Div to indicate those earnings. USSPX has posted dividends in my Schwab account twice since transferring. As I said, I'm just trying to get out ahead of the curve. Most importantly, if I'm making this more difficult than it needs to be please say so and I'll thank you.
