TomD8
Level 15

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.