topic Why do brokers send out 1099-DIV forms with total amounts for dividends, while mutual fund firms like Vanguard are required to list every fund ? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms-like/01/1324465#M95745 Mon, 16 Mar 2020 19:52:06 GMT gottfriedvonstra 2020-03-16T19:52:06Z Why do brokers send out 1099-DIV forms with total amounts for dividends, while mutual fund firms like Vanguard are required to list every fund ? https://ttlc.intuit.com/community/retirement/discussion/why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms-like/01/1324465#M95745 Mon, 16 Mar 2020 19:52:06 GMT https://ttlc.intuit.com/community/retirement/discussion/why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms-like/01/1324465#M95745 gottfriedvonstra 2020-03-16T19:52:06Z Re: Why do brokers send out 1099-DIV forms with total amounts for dividends, while mutual fund firms like Vanguard are required to list every fund ? https://ttlc.intuit.com/community/retirement/discussion/re-why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms/01/1324527#M95750 <P>Good question. I've wondered about that myself. They are structured differently and have different rules. That's just the way things are.</P> Mon, 16 Mar 2020 20:01:04 GMT https://ttlc.intuit.com/community/retirement/discussion/re-why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms/01/1324527#M95750 robtm 2020-03-16T20:01:04Z Re: Why do brokers send out 1099-DIV forms with total amounts for dividends, while mutual fund firms like Vanguard are required to list every fund ? https://ttlc.intuit.com/community/retirement/discussion/re-why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms/01/1326854#M95847 <P>Your mutual fund holdings are in your name.</P><P>Your broker holds your stocks in street name.</P> Tue, 17 Mar 2020 13:36:23 GMT https://ttlc.intuit.com/community/retirement/discussion/re-why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms/01/1326854#M95847 fanfare 2020-03-17T13:36:23Z Re: Why do brokers send out 1099-DIV forms with total amounts for dividends, while mutual fund firms like Vanguard are required to list every fund ? https://ttlc.intuit.com/community/retirement/discussion/re-why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms/01/1326921#M95853 <P>Thanks.&nbsp;</P> Tue, 17 Mar 2020 14:04:04 GMT https://ttlc.intuit.com/community/retirement/discussion/re-why-do-brokers-send-out-1099-div-forms-with-total-amounts-for-dividends-while-mutual-fund-firms/01/1326921#M95853 gottfriedvonstra 2020-03-17T14:04:04Z