Anonymous
11/05/2023 18:34
Subject: Transferred funds to new brokerage mid-year so I should get 1099 tax form from both brokerages, right?
Yes
Anonymous
11/05/2023 16:54
Subject: Transferred funds to new brokerage mid-year so I should get 1099 tax form from both brokerages, right?
In the middle of 2023 I moved my Vanguard index-fund ETFs from Vanguard to Fidelity. There is interest, dividends, and capital gains from both brokerages during the months I was with them in 2023. So, I should get a 1099 tax form from both around the end of January, right?