jnd2546
Level 4

Client of mine rec'd her statement from TR Price and there's a paragraph in their that indicates the IRS requires entries of mutual funds with dividends, qual dividends, cap gains to be entered at the fund level and not the totals for the family. She also has statements from 3 other mutual funds families that make no mention of this and provided the summaries on the 1099 Div ( along with the specific fund detail as backup, of course.

Who's right?  TR Price or others?   First I've ever seen this. 

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