It depends if that is a taxable document. As i say this, pay particular attention to if the document says 1099B, 1099 DIV, 1099R, or 1099 INT. if so, then the information of these forms must be reported in your tax return. If it just looks like a statement, then none of it is reportable. The only thing that comes to mind if there were reinvested dividends during the year where you may not received any money, but is a taxable event nevertheless. If the event is taxable, it will be on a form that I indicated above.
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