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New Member
posted Apr 1, 2025 9:11:33 PM

how do I itemize mutual fund distributions? does not show up on 1099B when I connect to mutual fund company (Fidelity).

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1 Replies
Level 15
Apr 1, 2025 9:32:17 PM

Did you have any sales?   Is this a regular account or in a IRA?   The import might not have been right.  Are they in the 1099B pdf you can download or got in the mail?