jtax
Level 10

Retirement tax questions


@Crummerjimq wrote:

The other problem is that if I try to do the entry manually the 1099 really only does total dividends and distributions with no way I can see to break out the individual dividends for the the separate funds from the totals on the front summary of the 1099.


The last time I looked into this thee was no need to breakdown and report the funds separately. For a  single 1099-DIV/INT you just report the totals and the broker as the payor. That is certainly what happens when you actually succeed in importing a 1099-DIV.

 

This is not the case for a 1099-B and capital gains (unless you follow a special procedure to supply the details separately.)

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