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Returning Member
posted Feb 7, 2023 8:34:34 AM

2022 1099-Div Vanguard

Vanguard sent me two 1099-Div Forms because they changed platforms. One covers the first seven months of 2022. The second covers the last five months of the year. If I download both will they be combined. There are two different account numbers.

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3 Replies
Expert Alumni
Feb 7, 2023 8:58:12 AM

You can download both accounts and they will be added into the program. Two accounts at one brokerage is not uncommon. You should check your sch B for dividends to be sure that everything carried over correctly.

 

If you have trouble with the second import, clear cache and cookies, then try again.

Level 1
Feb 20, 2023 6:36:13 PM

I think not, I think they will download individually

Level 15
Feb 20, 2023 6:43:35 PM

I type my Vanguard 1099 DIV in manually.  It's easy and doesn't take long.