Transferred Account

Transferred investment account to another firm in 2021. Have forms(1099INT DIV etc) from both firms. Is the entire year of tax information on the receiving firm's 1099's? Do I need to import the information into Turbo-tax from both financial institutions? or just the one I was using at the end of the year?

posted

You will need to report both. Each firm will report the interest or dividends earned while they held your securities. Each firm will also report any sales transactions you had during the time they held your account.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"