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Retirement tax questions
I also have a brokerage account with Vanguard and they sent me a 1099 DIV statement which showed item 1a
the ordinary dividends $1,076 and 1b qualified dividends $1,009. 2a total capital gain distributions is 0, I didn't take any dividends out.
Since Vanguard didn't issue the 1099DIV for my husband, if they put his investment in the brokerage account in the first place.
Does Vanguard mean the tax professional will figure out the 1a and 1b amount in 2021 tax?
‎January 26, 2023
6:15 AM