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Investors & landlords
"But there is no way I had tens of thousands of dollars distributed internally within TRowePrice other than to record the transfer to the outgoing broker as a distribution. "
Then you are suggesting that the 1099-DIV you received from TRowePrice is incorrect. I suggest you contact them directly with your concerns.
BTW, capital gains distributions can sometimes be quite substantial.
**Answers are correct to the best of my ability but do not constitute tax or legal advice.
‎February 6, 2022
1:58 PM