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Level 2
posted Feb 15, 2025 10:30:33 PM

1099-B and 1099-int for same account

On my consolidated 1099 forms from Fidelity, I have entries for some of the same accounts in both 1099-B and 1099-INT. Two of the accounts are brokered CDs (I believe bought on the secondary market) and one is the VTI found. Is this correct and do I have to enter both the 1099-B and I099-INT information? I just want to be sure I am not being double charged or something weird?

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1 Replies
Level 15
Feb 15, 2025 10:42:25 PM

Yes, you need to enter both sections.