For tax year 2024, I now have three Vanguard tax forms available -- one Brokerage and two 'merged' mutual fund 1099s. In the middle of 2024, I merged our mutual fund accounts into our brokerage account as requested by Vanguard. In previous years, I would import all three forms into TurboTax, but this year, I can only import the Brokerage account 1099 - there is no option to import the two other merged mutual funds 1099.
Now I am wondering...
1) I assume that my actual total dividends for each mutual fund in 2024 is the addition of the dividends shown on my mutual fund 1099 plus the dividends shown in the Brokerage 1099, correct ?
and
2) Assuming the above is true, will the mutual fund forms be available for importation via TurboTax later ? Or will I have to enter the information manually by adding the dividends from the forms I could not import ?
Very much appreciate any insight from others.
Now I am wondering...
1) I assume that my actual total dividends for each mutual fund in 2024 is the addition of the dividends shown on my mutual fund 1099 plus the dividends shown in the Brokerage 1099, correct ?
and
2) Assuming the above is true, will the mutual fund forms be available for importation via TurboTax later ? Or will I have to enter the information manually by adding the dividends from the forms I could not import ?
Very much appreciate any insight from others.
Statistics: Posted by BarneyNSA — Fri Jan 31, 2025 7:25 pm — Replies 1 — Views 38