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Personal Finance (Not Investing) • Brokerage 1099: what happens if you transfer assets mid year? Anything to look out for?

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This is probably a very silly question.

We are consolidating accounts to Fidelity, but had Vanguard, Fidelity, Schwab, and Merrill at one point or another last year. I'm slowing getting 1099s in. If I ACATS'ed my account from one brokerage to another in 2024, do the 1099s reconcile so I'm not paying taxes on dividends twice?

Statistics: Posted by MtnTravel — Mon Feb 03, 2025 6:24 pm — Replies 3 — Views 164



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