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Investors & landlords
You might be referring to Vanguard. From their website:
Box 1a (Total ordinary dividends)
Box 1a shows total ordinary dividends, including short-term capital gains, by fund from your taxable Vanguard mutual fund holdings.
You must report ordinary dividends on line 3b of Form 1040. If the total of all ordinary dividends (Box 1a) received from all your taxable investments is more than $1,500, you must list each ordinary dividend income source on Schedule B of Form 1040.
I take that to mean that they should be entered individually which is what I do. I suspect the IRS would deal with the totals but entering them individually might be preferred.
‎January 28, 2022
1:16 PM
944 Views