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Level 1
posted Mar 22, 2022 11:28:01 AM

Why does the summary page shows Dividend for $XX amt but the 1099-DIV Info page shows different amount?

I'm trying to verify $$ but I don't know where the summary page dividend $ is coming from. Thank you.
I have div from two investment firms.

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1 Replies
Expert Alumni
Mar 22, 2022 11:42:55 AM

In addition to your investment accounts did you happen to receive any K-1s.  They also may have income designated as dividends.