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Level 1
posted Mar 6, 2020 6:04:44 AM

Schedule B

I entered the data from Fidelity Investments from the 1099-DIV and TurboTax listed all the dividends as coming from Fidelity.  Do I have to list all the ETF's that provided the dividends on Schedule B or do I just leave it as an aggregate provided by Fidelity?

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1 Replies
Employee Tax Expert
Mar 6, 2020 6:20:50 AM

You can leave it as the total amount provided by Fidelity.  You do not need to list each dividend separately on Schedule B.