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?
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